A detailed history of Arkadios Wealth Advisors transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 2,752 shares of MMC stock, worth $589,038. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,752
Previous 2,638 4.32%
Holding current value
$589,038
Previous $555,000 10.45%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 24, 2024

BUY
$210.25 - $231.86 $23,968 - $26,432
114 Added 4.32%
2,752 $613,000
Q2 2024

Jul 29, 2024

BUY
$196.29 - $215.75 $47,502 - $52,211
242 Added 10.1%
2,638 $555,000
Q1 2024

Apr 30, 2024

BUY
$190.17 - $207.9 $380 - $415
2 Added 0.08%
2,396 $493,000
Q4 2023

Jan 24, 2024

BUY
$184.9 - $201.86 $169,368 - $184,903
916 Added 61.98%
2,394 $453,000
Q3 2023

Oct 13, 2023

BUY
$183.99 - $198.55 $271,937 - $293,456
1,478 New
1,478 $281,000
Q4 2021

Feb 03, 2022

SELL
$151.74 - $173.89 $25,188 - $28,865
-166 Closed
0 $0
Q3 2021

Oct 19, 2021

SELL
$139.04 - $160.48 $3,893 - $4,493
-28 Reduced 14.43%
166 $25,000
Q2 2021

Jul 28, 2021

BUY
$123.15 - $140.94 $10,467 - $11,979
85 Added 77.98%
194 $27,000
Q1 2021

Apr 26, 2021

BUY
$107.6 - $121.88 $3,120 - $3,534
29 Added 36.25%
109 $13,000
Q4 2020

Feb 09, 2021

SELL
$102.95 - $118.69 $12,354 - $14,242
-120 Reduced 60.0%
80 $9,000
Q3 2020

Nov 10, 2020

BUY
$107.35 - $118.91 $214 - $237
2 Added 1.01%
200 $23 Million
Q2 2020

Aug 10, 2020

BUY
$79.9 - $111.49 $9,268 - $12,932
116 Added 141.46%
198 $21.8 Million
Q1 2020

May 14, 2020

SELL
$76.69 - $119.45 $1,150 - $1,791
-15 Reduced 15.46%
82 $7.09 Million
Q4 2019

Feb 14, 2020

BUY
$95.25 - $112.32 $9,239 - $10,895
97 New
97 $10,000

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 Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.