A detailed history of Buckingham Strategic Wealth, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 3,923 shares of MMC stock, worth $869,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,923
Previous 4,053 3.21%
Holding current value
$869,807
Previous $834,000 0.96%
% of portfolio
0.01%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$196.29 - $215.75 $25,517 - $28,047
-130 Reduced 3.21%
3,923 $826,000
Q1 2024

May 09, 2024

SELL
$190.17 - $207.9 $22,249 - $24,324
-117 Reduced 2.81%
4,053 $834,000
Q4 2023

Feb 14, 2024

BUY
$184.9 - $201.86 $34,576 - $37,747
187 Added 4.69%
4,170 $790,000
Q3 2023

Nov 13, 2023

BUY
$183.99 - $198.55 $2,391 - $2,581
13 Added 0.33%
3,983 $757,000
Q2 2023

Aug 11, 2023

BUY
$167.72 - $188.08 $23,313 - $26,143
139 Added 3.63%
3,970 $746,000
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $45,873 - $52,514
302 Added 8.56%
3,831 $633,000
Q3 2022

Nov 07, 2022

BUY
$148.35 - $173.16 $4,005 - $4,675
27 Added 0.77%
3,529 $527,000
Q2 2022

Aug 12, 2022

BUY
$144.34 - $178.7 $21,795 - $26,983
151 Added 4.51%
3,502 $544,000
Q1 2022

May 10, 2022

SELL
$147.31 - $171.84 $39,626 - $46,224
-269 Reduced 7.43%
3,351 $571,000
Q4 2021

Feb 09, 2022

BUY
$151.74 - $173.89 $19,574 - $22,431
129 Added 3.7%
3,620 $629,000
Q3 2021

Nov 10, 2021

BUY
$139.04 - $160.48 $211,340 - $243,929
1,520 Added 77.12%
3,491 $529,000
Q2 2021

Aug 06, 2021

BUY
$123.15 - $140.94 $246 - $281
2 Added 0.1%
1,971 $277,000
Q1 2021

Apr 30, 2021

BUY
$107.6 - $121.88 $10,652 - $12,066
99 Added 5.29%
1,969 $240,000
Q4 2020

Feb 16, 2021

BUY
$102.95 - $118.69 $192,516 - $221,950
1,870 New
1,870 $219,000
Q3 2020

Nov 12, 2020

SELL
$107.35 - $118.91 $412,116 - $456,495
-3,839 Closed
0 $0
Q2 2020

Aug 03, 2020

SELL
$79.9 - $111.49 $58,167 - $81,164
-728 Reduced 15.94%
3,839 $412,000
Q1 2020

May 07, 2020

BUY
$76.69 - $119.45 $51,075 - $79,553
666 Added 17.07%
4,567 $395,000
Q4 2019

Feb 04, 2020

BUY
$95.25 - $112.32 $101,441 - $119,620
1,065 Added 37.55%
3,901 $435,000
Q3 2019

Nov 12, 2019

SELL
$95.66 - $103.13 $103,504 - $111,586
-1,082 Reduced 27.62%
2,836 $284,000
Q2 2019

Aug 05, 2019

BUY
$92.5 - $99.75 $78,625 - $84,787
850 Added 27.71%
3,918 $391,000
Q1 2019

May 02, 2019

BUY
$78.01 - $93.9 $3,354 - $4,037
43 Added 1.42%
3,068 $288,000
Q4 2018

Feb 11, 2019

BUY
$75.52 - $89.1 $14,801 - $17,463
196 Added 6.93%
3,025 $241,000
Q3 2018

Nov 02, 2018

BUY
$82.24 - $87.73 $5,756 - $6,141
70 Added 2.54%
2,829 $234,000
Q1 2018

May 14, 2018

SELL
$79.31 - $85.87 $5,393 - $5,839
-68 Reduced 2.41%
2,759 $228,000
Q4 2017

Feb 12, 2018

SELL
$80.62 - $85.97 $1,128 - $1,203
-14 Reduced 0.49%
2,827 $230,000
Q3 2017

Nov 08, 2017

BUY
$76.88 - $84.22 $218,416 - $239,269
2,841
2,841 $238,000

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 $110B
  • 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 Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, 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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.