Wealthsource Partners, LLC Marsh & Mclennan Companies, Inc. Transaction History

Wealthsource Partners, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$154.08 - $175.66 $2,003 - $2,283	13 Added 0.45%	2,907 $484,000
Q4 2022 Feb 09, 2023	SELL	$151.9 - $173.89 $6,683 - $7,651	-44 Reduced 1.5%	2,894 $478,000
Q3 2022 Nov 14, 2022	BUY	$148.35 - $173.16 $114,822 - $134,025	774 Added 35.77%	2,938 $439,000
Q2 2022 Aug 10, 2022	BUY	$144.34 - $178.7 $7,217 - $8,935	50 Added 2.37%	2,164 $336,000
Q1 2022 May 09, 2022	BUY	$147.31 - $171.84 $17,824 - $20,792	121 Added 6.07%	2,114 $360,000
Q4 2021 Feb 14, 2022	SELL	$151.74 - $173.89 $47,191 - $54,079	-311 Reduced 13.5%	1,993 $346,000
Q3 2021 Nov 18, 2021	BUY	$139.04 - $160.48 $80,365 - $92,757	578 Added 33.49%	2,304 $349,000
Q2 2021 Nov 18, 2021	BUY	$123.15 - $140.94 $212,556 - $243,262	1,726 New	1,726 $243,000

1,655

407M

1.48M

1.49M

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...

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