Trinity Point Wealth, LLC Marsh & Mclennan Companies, Inc. Transaction History

Trinity Point Wealth, LLC

$629 Million
Q2 2024

A detailed history of Trinity Point Wealth, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 3,878 shares of MMC stock, worth $857,658. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,878

Previous 3,874 0.1%

Holding current value

$857,658

Previous $797,000 2.51%

% of portfolio

0.13%

Previous 0.13%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$196.29 - $215.75 $785 - $863	4 Added 0.1%	3,878 $817,000
Q1 2024 May 08, 2024	SELL	$190.17 - $207.9 $6,846 - $7,484	-36 Reduced 0.92%	3,874 $797,000
Q4 2023 Feb 08, 2024	SELL	$184.9 - $201.86 $654,915 - $714,988	-3,542 Reduced 47.53%	3,910 $740,000
Q3 2023 Nov 08, 2023	BUY	$183.99 - $198.55 $367 - $397	2 Added 0.03%	7,452 $1.42 Million
Q2 2023 Aug 07, 2023	BUY	$167.72 - $188.08 $503 - $564	3 Added 0.04%	7,450 $1.4 Million
Q1 2023 May 04, 2023	BUY	$154.08 - $175.66 $1,386 - $1,580	9 Added 0.12%	7,447 $1.24 Million
Q4 2022 Feb 07, 2023	BUY	$151.9 - $173.89 $2,734 - $3,130	18 Added 0.24%	7,438 $1.23 Million
Q3 2022 Nov 09, 2022	SELL	$148.35 - $173.16 $741 - $865	-5 Reduced 0.07%	7,420 $1.11 Million
Q2 2022 Aug 05, 2022	SELL	$144.34 - $178.7 $15,155 - $18,763	-105 Reduced 1.39%	7,425 $1.15 Million
Q1 2022 May 13, 2022	SELL	$147.31 - $171.84 $67,467 - $78,702	-458 Reduced 5.73%	7,530 $1.28 Million
Q4 2021 Feb 11, 2022	BUY	$151.74 - $173.89 $6,221 - $7,129	41 Added 0.52%	7,988 $1.39 Million
Q3 2021 Nov 12, 2021	SELL	$139.04 - $160.48 $112,344 - $129,667	-808 Reduced 9.23%	7,947 $1.2 Million
Q2 2021 Aug 13, 2021	BUY	$123.15 - $140.94 $2,832 - $3,241	23 Added 0.26%	8,755 $1.23 Million
Q1 2021 May 11, 2021	BUY	$107.6 - $121.88 $53,046 - $60,086	493 Added 5.98%	8,732 $1.06 Million
Q4 2020 Feb 10, 2021	SELL	$102.95 - $118.69 $9,162 - $10,563	-89 Reduced 1.07%	8,239 $917,000
Q3 2020 Nov 13, 2020	SELL	$107.35 - $118.91 $226,615 - $251,019	-2,111 Reduced 20.22%	8,328 $955,000
Q2 2020 Aug 13, 2020	BUY	$79.9 - $111.49 $336,938 - $470,153	4,217 Added 67.78%	10,439 $1.12 Million
Q1 2020 May 05, 2020	BUY	$76.69 - $119.45 $4,908 - $7,644	64 Added 1.04%	6,222 $538,000
Q4 2019 Feb 06, 2020	BUY	$95.25 - $112.32 $1,047 - $1,235	11 Added 0.18%	6,158 $686,000
Q3 2019 Nov 07, 2019	BUY	$95.66 - $103.13 $1,147 - $1,237	12 Added 0.2%	6,147 $631,000
Q2 2019 Aug 06, 2019	BUY	$92.5 - $99.75 $315,240 - $339,948	3,408 Added 124.97%	6,135 $626,000
Q1 2019 May 07, 2019	SELL	$78.01 - $93.9 $72,783 - $87,608	-933 Reduced 25.49%	2,727 $256,000
Q4 2018 Feb 11, 2019	BUY	$75.52 - $89.1 $276,403 - $326,106	3,660 New	3,660 $292,000

Others Institutions Holding MMC

# of Institutions

1,607

Shares Held

416M

Call Options Held

1.16M

Put Options Held

587K

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $110B
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...

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Trinity Point Wealth, LLC Marsh & Mclennan Companies, Inc. Transaction History