A detailed history of Vista Wealth Management Group, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 2,327 shares of MMC stock, worth $495,418. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,327
Previous 1,292 80.11%
Holding current value
$495,418
Previous $244,000 96.31%
% of portfolio
0.04%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$190.17 - $207.9 $196,825 - $215,176
1,035 Added 80.11%
2,327 $479,000
Q4 2023

Feb 12, 2024

BUY
$184.9 - $201.86 $4,622 - $5,046
25 Added 1.97%
1,292 $244,000
Q3 2023

Nov 14, 2023

SELL
$183.99 - $198.55 $367 - $397
-2 Reduced 0.16%
1,267 $241,000
Q1 2023

May 04, 2023

BUY
$154.08 - $175.66 $195,527 - $222,912
1,269 New
1,269 $211,000

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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