Kcs Wealth Advisory Marsh & Mclennan Companies, Inc. Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Kcs Wealth Advisory holds 4,893 shares of MMC stock, worth $1.05 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

4,893

Previous 5,739 14.74%

Holding current value

$1.05 Million

Previous $1.08 Million 13.72%

% of portfolio

0.42%

Previous 0.39%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$183.99 - $198.55 $155,655 - $167,973	-846 Reduced 14.74%	4,893 $931,000
Q2 2023 Jul 17, 2023	SELL	$167.72 - $188.08 $22,306 - $25,014	-133 Reduced 2.26%	5,739 $1.08 Million
Q1 2023 Apr 17, 2023	SELL	$154.08 - $175.66 $119,257 - $135,960	-774 Reduced 11.65%	5,872 $977,000
Q4 2022 Feb 07, 2023	SELL	$151.9 - $173.89 $77,772 - $89,031	-512 Reduced 7.15%	6,646 $1.1 Million
Q3 2022 Oct 21, 2022	SELL	$148.35 - $173.16 $867,847 - $1.01 Million	-5,850 Reduced 44.97%	7,158 $1.07 Million
Q2 2022 Jul 22, 2022	SELL	$144.34 - $178.7 $305,856 - $378,665	-2,119 Reduced 14.01%	13,008 $2.02 Million
Q1 2022 Apr 13, 2022	BUY	$147.31 - $171.84 $89,859 - $104,822	610 Added 4.2%	15,127 $2.58 Million
Q4 2021 Jan 26, 2022	SELL	$151.74 - $173.89 $76,325 - $87,466	-503 Reduced 3.35%	14,517 $2.52 Million
Q3 2021 Oct 20, 2021	BUY	$139.04 - $160.48 $25,583 - $29,528	184 Added 1.24%	15,020 $2.27 Million
Q2 2021 Jul 27, 2021	BUY	$123.15 - $140.94 $85,219 - $97,530	692 Added 4.89%	14,836 $2.09 Million
Q1 2021 Apr 19, 2021	BUY	$107.6 - $121.88 $102,435 - $116,029	952 Added 7.22%	14,144 $1.72 Million
Q4 2020 Jan 28, 2021	BUY	$102.95 - $118.69 $69,903 - $80,590	679 Added 5.43%	13,192 $1.54 Million
Q3 2020 Oct 27, 2020	SELL	$107.35 - $118.91 $4,723 - $5,232	-44 Reduced 0.35%	12,513 $1.44 Million
Q2 2020 Jul 16, 2020	BUY	$79.9 - $111.49 $105,867 - $147,724	1,325 Added 11.8%	12,557 $1.35 Million
Q1 2020 Apr 28, 2020	BUY	$76.69 - $119.45 $126,155 - $196,495	1,645 Added 17.16%	11,232 $971,000
Q4 2019 Jan 15, 2020	SELL	$95.25 - $112.32 $5,334 - $6,289	-56 Reduced 0.58%	9,587 $1.07 Million
Q3 2019 Oct 29, 2019	BUY	$95.66 - $103.13 $45,725 - $49,296	478 Added 5.22%	9,643 $964,000
Q2 2019 Jul 29, 2019	BUY	$92.5 - $99.75 $41,625 - $44,887	450 Added 5.16%	9,165 $914,000
Q1 2019 Apr 29, 2019	BUY	$78.01 - $93.9 $69,428 - $83,571	890 Added 11.37%	8,715 $818,000
Q4 2018 Jan 17, 2019	BUY	$75.52 - $89.1 $60,264 - $71,101	798 Added 11.36%	7,825 $624,000
Q3 2018 Nov 06, 2018	BUY	$82.24 - $87.73 $110,283 - $117,645	1,341 Added 23.58%	7,027 $581,000
Q2 2018 Aug 07, 2018	BUY	$79.09 - $84.03 $10,677 - $11,344	135 Added 2.43%	5,686 $466,000
Q1 2018 May 04, 2018	BUY	$79.31 - $85.87 $46,396 - $50,233	585 Added 11.78%	5,551 $458,000
Q4 2017 Jan 12, 2018	BUY	$80.62 - $85.97 $400,358 - $426,927	4,966	4,966 $404,000

Others Institutions Holding MMC

# of Institutions

1,655

Shares Held

407M

Call Options Held

1.48M

Put Options Held

1.49M

View Full List

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...

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Kcs Wealth Advisory Marsh & Mclennan Companies, Inc. Transaction History