Marsh & McLennan Companies shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Marsh & McLennan Companies
Tip: Access up to 7 years of quarterly data
All positions including Marsh & McLennan Companies held by Capital Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Marsh & McLennan Companies by Capital Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $288k | 1.4k | 205.98 |
2023-12-31 | $265k | 1.4k | 189.47 |
2023-09-30 | $266k | 1.4k | 190.30 |
2023-06-30 | $263k | 1.4k | 188.08 |
2023-03-31 | $246k | 1.5k | 166.55 |
2022-12-31 | $232k | 1.4k | 165.48 |
2022-09-30 | $209k | 1.4k | 149.29 |
2022-03-31 | $239k | 1.4k | 170.71 |
2021-12-31 | $243k | 1.4k | 173.57 |
More positions owned by Capital Wealth Planning
Home Depot (HD)
View all positions for Capital Wealth Planning