A detailed history of Perigon Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 9,416 shares of MMC stock, worth $2.01 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,416
Previous 5,601 68.11%
Holding current value
$2.01 Million
Previous $1.18 Million 77.97%
% of portfolio
0.06%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$210.25 - $231.86 $802,103 - $884,545
3,815 Added 68.11%
9,416 $2.1 Million
Q2 2024

Aug 02, 2024

SELL
$196.29 - $215.75 $10,207 - $11,219
-52 Reduced 0.92%
5,601 $1.18 Million
Q1 2024

Apr 29, 2024

BUY
$190.17 - $207.9 $65,228 - $71,309
343 Added 6.46%
5,653 $1.16 Million
Q4 2023

Jan 29, 2024

BUY
$184.9 - $201.86 $51,032 - $55,713
276 Added 5.48%
5,310 $1.01 Million
Q3 2023

Oct 30, 2023

SELL
$183.99 - $198.55 $39,189 - $42,291
-213 Reduced 4.06%
5,034 $957,000
Q2 2023

Aug 02, 2023

BUY
$167.72 - $188.08 $50,148 - $56,235
299 Added 6.04%
5,247 $986,000
Q1 2023

May 03, 2023

BUY
$154.08 - $175.66 $8,628 - $9,836
56 Added 1.14%
4,948 $824,000
Q4 2022

Feb 14, 2023

BUY
$151.9 - $173.89 $287,394 - $328,999
1,892 Added 63.07%
4,892 $809,000
Q3 2022

Dec 13, 2022

BUY
$148.35 - $173.16 $63,197 - $73,766
426 Added 16.55%
3,000 $448,000
Q2 2022

Aug 11, 2022

BUY
$144.34 - $178.7 $54,416 - $67,369
377 Added 17.16%
2,574 $400,000
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $7,218 - $8,420
49 Added 2.28%
2,197 $374,000
Q4 2021

Feb 11, 2022

BUY
$151.74 - $173.89 $110,921 - $127,113
731 Added 51.59%
2,148 $373,000
Q3 2021

Nov 01, 2021

BUY
$139.04 - $160.48 $197,019 - $227,400
1,417 New
1,417 $215,000
Q1 2021

May 17, 2021

SELL
$107.6 - $121.88 $173,558 - $196,592
-1,613 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$102.95 - $118.69 $166,058 - $191,446
1,613 New
1,613 $189,000
Q4 2017

Feb 14, 2018

SELL
$80.62 - $85.97 $62,561 - $66,712
-776 Closed
0 $0
Q2 2017

Sep 12, 2017

BUY
N/A
776 New
776 $60,000
Q3 2011

Nov 14, 2022

BUY
N/A
426
3,000 $448,000

Others Institutions Holding MMC

About MARSH & MCLENNAN COMPANIES, INC.


  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $106B
  • Description
  • Marsh & McLennan Companies, Inc., a professional services company, provides advice and solutions to clients in the areas of risk, strategy, and people worldwide. It operates in two segments, Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment offers risk management services, such as risk advice, risk transfer...
More about MMC
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