Meridian Wealth Management, LLC Marsh & Mclennan Companies, Inc. Transaction History

Meridian Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$212.1 - $244.27 $57,054 - $65,708	269 Added 29.79%	1,172 $256,000
Q1 2025 May 12, 2025	SELL	$208.48 - $244.03 $24,392 - $28,551	-117 Reduced 11.47%	903 $220,000
Q4 2024 Feb 06, 2025	BUY	$209.89 - $233.24 $17,210 - $19,125	82 Added 8.74%	1,020 $216,000
Q3 2024 Nov 12, 2024	BUY	$210.25 - $231.86 $197,214 - $217,484	938 New	938 $209,000
Q1 2024 Apr 25, 2024	BUY	$190.17 - $207.9 $2,662 - $2,910	14 Added 1.27%	1,116 $229,000

Q4 2023 Feb 08, 2024	BUY	$184.9 - $201.86 $203,759 - $222,449	1,102 New	1,102 $208,000

1,796

426M

601K

628K

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $89.7B
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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