A detailed history of Personal Cfo Solutions, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,893 shares of MMC stock, worth $831,038. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,893
Previous 3,986 2.33%
Holding current value
$831,038
Previous $839,000 3.46%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 14, 2024

SELL
$210.25 - $231.86 $19,553 - $21,562
-93 Reduced 2.33%
3,893 $868,000
Q2 2024

Aug 09, 2024

SELL
$196.29 - $215.75 $257,925 - $283,495
-1,314 Reduced 24.79%
3,986 $839,000
Q1 2024

May 13, 2024

BUY
$190.17 - $207.9 $81,773 - $89,397
430 Added 8.83%
5,300 $1.09 Million
Q4 2023

Feb 13, 2024

BUY
$184.9 - $201.86 $122,958 - $134,236
665 Added 15.81%
4,870 $922,000
Q3 2023

Nov 13, 2023

BUY
$183.99 - $198.55 $533,203 - $575,397
2,898 Added 221.73%
4,205 $800,000
Q2 2023

Aug 10, 2023

SELL
$167.72 - $188.08 $358,249 - $401,738
-2,136 Reduced 62.04%
1,307 $245,000
Q1 2023

May 09, 2023

BUY
$154.08 - $175.66 $13,404 - $15,282
87 Added 2.59%
3,443 $573,000
Q4 2022

Feb 14, 2023

BUY
$151.9 - $173.89 $14,430 - $16,519
95 Added 2.91%
3,356 $555,000
Q3 2022

Nov 01, 2022

BUY
$148.35 - $173.16 $3,263 - $3,809
22 Added 0.68%
3,261 $487,000
Q2 2022

Aug 05, 2022

SELL
$144.34 - $178.7 $1,732 - $2,144
-12 Reduced 0.37%
3,239 $503,000
Q1 2022

May 02, 2022

BUY
$147.31 - $171.84 $11,048 - $12,888
75 Added 2.36%
3,251 $554,000
Q4 2021

Feb 11, 2022

BUY
$151.74 - $173.89 $6,980 - $7,998
46 Added 1.47%
3,176 $552,000
Q3 2021

Nov 18, 2021

SELL
$139.04 - $160.48 $1,112 - $1,283
-8 Reduced 0.25%
3,130 $474,000
Q2 2021

Jul 22, 2021

BUY
$123.15 - $140.94 $386,444 - $442,269
3,138 New
3,138 $441,000

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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