A detailed history of Western Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Western Wealth Management, LLC holds 4,044 shares of MMC stock, worth $865,577. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,044
Previous 4,316 6.3%
Holding current value
$865,577
Previous $909,000 0.77%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$210.25 - $231.86 $57,188 - $63,065
-272 Reduced 6.3%
4,044 $902,000
Q2 2024

Jul 19, 2024

BUY
$196.29 - $215.75 $26,891 - $29,557
137 Added 3.28%
4,316 $909,000
Q1 2024

May 02, 2024

BUY
$190.17 - $207.9 $26,053 - $28,482
137 Added 3.39%
4,179 $860,000
Q4 2023

Jan 31, 2024

BUY
$184.9 - $201.86 $1,664 - $1,816
9 Added 0.22%
4,042 $765,000
Q3 2023

Nov 07, 2023

BUY
$183.99 - $198.55 $5,151 - $5,559
28 Added 0.7%
4,033 $767,000
Q2 2023

Aug 30, 2023

SELL
$167.72 - $188.08 $2,180 - $2,445
-13 Reduced 0.32%
4,005 $753,000
Q1 2023

Aug 30, 2023

SELL
$154.08 - $175.66 $9,861 - $11,242
-64 Reduced 1.57%
4,018 $669,000
Q4 2022

Feb 02, 2023

SELL
$151.9 - $173.89 $572,814 - $655,739
-3,771 Reduced 48.02%
4,082 $675,000
Q3 2022

Nov 04, 2022

SELL
$148.35 - $173.16 $60,378 - $70,476
-407 Reduced 4.93%
7,853 $1.17 Million
Q2 2022

Jul 18, 2022

BUY
$144.34 - $178.7 $23,094 - $28,592
160 Added 1.98%
8,260 $1.28 Million
Q1 2022

May 10, 2022

BUY
$147.31 - $171.84 $575,982 - $671,894
3,910 Added 93.32%
8,100 $1.38 Million
Q4 2021

Feb 14, 2022

BUY
$151.74 - $173.89 $114,563 - $131,286
755 Added 21.98%
4,190 $727,000
Q2 2021

Aug 09, 2021

SELL
$123.15 - $140.94 $18,103 - $20,718
-147 Reduced 4.1%
3,435 $487,000
Q1 2021

May 14, 2021

SELL
$107.6 - $121.88 $1,076 - $1,218
-10 Reduced 0.28%
3,582 $436,000
Q4 2020

Feb 10, 2021

BUY
$102.95 - $118.69 $46,739 - $53,885
454 Added 14.47%
3,592 $420,000
Q3 2020

Oct 27, 2020

BUY
$107.35 - $118.91 $13,204 - $14,625
123 Added 4.08%
3,138 $360,000
Q2 2020

Jul 20, 2020

SELL
$79.9 - $111.49 $14,302 - $19,956
-179 Reduced 5.6%
3,015 $324,000
Q1 2020

Apr 27, 2020

BUY
$76.69 - $119.45 $17,485 - $27,234
228 Added 7.69%
3,194 $274,000
Q4 2019

Feb 10, 2020

BUY
$95.25 - $112.32 $571 - $673
6 Added 0.2%
2,966 $330,000
Q3 2019

Nov 08, 2019

BUY
$95.66 - $103.13 $35,394 - $38,158
370 Added 14.29%
2,960 $298,000
Q2 2019

Aug 06, 2019

SELL
$92.5 - $99.75 $19,795 - $21,346
-214 Reduced 7.63%
2,590 $255,000
Q1 2019

May 10, 2019

SELL
$78.01 - $93.9 $13,573 - $16,338
-174 Reduced 5.84%
2,804 $265,000
Q4 2018

Feb 15, 2019

BUY
$75.52 - $89.1 $224,898 - $265,339
2,978 New
2,978 $239,000

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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.