A detailed history of Williams Jones Wealth Management, Llc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,726 shares of MMC stock, worth $798,109. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,726
Previous 3,724 0.05%
Holding current value
$798,109
Previous $784,000 5.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$210.25 - $231.86 $420 - $463
2 Added 0.05%
3,726 $831,000
Q4 2022

Feb 14, 2023

SELL
$151.9 - $173.89 $75,950 - $86,945
-500 Reduced 11.84%
3,724 $616,000
Q3 2022

Nov 14, 2022

SELL
$148.35 - $173.16 $7,565 - $8,831
-51 Reduced 1.19%
4,224 $631,000
Q2 2022

Aug 15, 2022

SELL
$144.34 - $178.7 $77,510 - $95,961
-537 Reduced 11.16%
4,275 $664,000
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $13,257 - $15,465
90 Added 1.91%
4,812 $820,000
Q4 2021

Feb 14, 2022

BUY
$151.74 - $173.89 $716,516 - $821,108
4,722 New
4,722 $821,000
Q1 2020

May 15, 2020

SELL
$76.69 - $119.45 $364,891 - $568,343
-4,758 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$95.25 - $112.32 $453,199 - $534,418
4,758 New
4,758 $530,000

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 Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.