A detailed history of Spartan Planning & Wealth Management transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 235 shares of MMC stock, worth $52,625. This represents 0.05% of its overall portfolio holdings.

Number of Shares
235
Previous 1,332 82.36%
Holding current value
$52,625
Previous $253,000 82.61%
% of portfolio
0.05%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

SELL
$184.9 - $201.86 $202,835 - $221,440
-1,097 Reduced 82.36%
235 $44,000
Q3 2023

Nov 17, 2023

SELL
$183.99 - $198.55 $213,796 - $230,715
-1,162 Reduced 46.59%
1,332 $253,000
Q4 2022

Feb 01, 2023

BUY
$151.9 - $173.89 $162,988 - $186,583
1,073 Added 75.51%
2,494 $412,000
Q3 2022

Nov 01, 2022

SELL
$148.35 - $173.16 $259,019 - $302,337
-1,746 Reduced 55.13%
1,421 $212,000
Q2 2022

Aug 10, 2022

BUY
$144.34 - $178.7 $17,465 - $21,622
121 Added 3.97%
3,167 $492,000
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $448,706 - $523,424
3,046 New
3,046 $519,000

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 $111B
  • 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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