A detailed history of Willow Creek Wealth Management Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,939 shares of MMC stock, worth $413,918. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,939
Previous 1,939 -0.0%
Holding current value
$413,918
Previous $368,000 0.27%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 28, 2023

BUY
$167.72 - $188.08 $1,174 - $1,316
7 Added 0.36%
1,939 $364,000
Q4 2022

Mar 01, 2023

SELL
$151.9 - $173.89 $14,734 - $16,867
-97 Reduced 4.78%
1,932 $320,000
Q3 2020

Nov 12, 2020

BUY
$107.35 - $118.91 $217,813 - $241,268
2,029 New
2,029 $233,000
Q1 2020

May 07, 2020

SELL
$76.69 - $119.45 $139,422 - $217,160
-1,818 Closed
0 $0
Q4 2019

Feb 03, 2020

BUY
$95.25 - $112.32 $173,164 - $204,197
1,818 New
1,818 $203,000

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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