A detailed history of Soa Wealth Advisors, Llc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,709 shares of MMC stock, worth $382,542. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,709
Previous 1,707 0.12%
Holding current value
$382,542
Previous $380,000 4.47%
% of portfolio
0.07%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$209.89 - $233.24 $419 - $466
2 Added 0.12%
1,709 $363,000
Q3 2024

Oct 08, 2024

SELL
$210.25 - $231.86 $5,676 - $6,260
-27 Reduced 1.56%
1,707 $380,000
Q2 2024

Jul 17, 2024

SELL
$196.29 - $215.75 $19,040 - $20,927
-97 Reduced 5.3%
1,734 $365,000
Q1 2024

Apr 10, 2024

BUY
$190.17 - $207.9 $380 - $415
2 Added 0.11%
1,831 $377,000
Q4 2023

Jan 10, 2024

BUY
$184.9 - $201.86 $369 - $403
2 Added 0.11%
1,829 $346,000
Q3 2023

Oct 10, 2023

SELL
$183.99 - $198.55 $2,023 - $2,184
-11 Reduced 0.6%
1,827 $347,000
Q2 2023

Jul 07, 2023

SELL
$167.72 - $188.08 $3,354 - $3,761
-20 Reduced 1.08%
1,838 $345,000
Q1 2023

Apr 28, 2023

BUY
$154.08 - $175.66 $154 - $175
1 Added 0.05%
1,858 $309,000
Q4 2022

Jan 10, 2023

SELL
$151.9 - $173.89 $759 - $869
-5 Reduced 0.27%
1,857 $0
Q3 2022

Oct 07, 2022

BUY
$148.35 - $173.16 $296 - $346
2 Added 0.11%
1,862 $278,000
Q2 2022

Jul 13, 2022

BUY
$144.34 - $178.7 $288 - $357
2 Added 0.11%
1,860 $288,000
Q1 2022

Apr 07, 2022

BUY
$147.31 - $171.84 $883 - $1,031
6 Added 0.32%
1,858 $316,000
Q4 2021

Jan 13, 2022

BUY
$151.74 - $173.89 $758 - $869
5 Added 0.27%
1,852 $321,000
Q3 2021

Oct 12, 2021

BUY
$139.04 - $160.48 $1,251 - $1,444
9 Added 0.49%
1,847 $279,000
Q2 2021

Jul 14, 2021

BUY
$123.15 - $140.94 $4,802 - $5,496
39 Added 2.17%
1,838 $258,000
Q1 2021

Apr 26, 2021

BUY
$107.6 - $121.88 $6,563 - $7,434
61 Added 3.51%
1,799 $219,000
Q4 2020

Mar 10, 2021

BUY
$102.95 - $118.69 $178,927 - $206,283
1,738 New
1,738 $195,000

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 $111B
  • 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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