Jacobsen Capital Management MMC Holdings History
Jacobsen Capital Management's Marsh & McLennan Companies Inc Holding Summary
As of 2025-03-31, Jacobsen Capital Management held 836.00 shares of Marsh & McLennan Companies Inc(MMC), totaling $204,010.00. This investment constitutes 0.09% of their stock portfolio, and Jacobsen Capital Management now holds 0% of the outstanding Marsh & McLennan Companies Inc(MMC) stock.
The initial trade took place in 2025Q1. And since then Jacobsen Capital Management has made 1 purchases of MMC, at an average price of $226.88, for a total of 836.00 shares. Based on historical transaction data and MMC's current price of $213.57, Jacobsen Capital Management's estimated gain on his MMC holdings is $-11,127.16, reflecting a -5.87% gain to date.
Jacobsen Capital Management MMC ($213.57) Holding Chart
Jacobsen Capital Management MMC ($213.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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