Marsh & McLennan Companies shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $992k | 4.4k | 223.11 |
| 2024-06-30 | $977k | 4.6k | 210.74 |
| 2024-03-31 | $1.0M | 4.9k | 205.99 |
| 2023-12-31 | $904k | 4.8k | 189.48 |
| 2023-09-30 | $908k | 4.8k | 190.31 |
| 2023-06-30 | $896k | 4.8k | 188.09 |
| 2023-03-31 | $768k | 4.6k | 166.56 |
| 2022-12-31 | $750k | 4.5k | 165.49 |
| 2022-09-30 | $671k | 4.5k | 149.21 |
| 2022-06-30 | $532k | 3.4k | 155.19 |
| 2022-03-31 | $525k | 3.1k | 170.51 |
| 2021-12-31 | $535k | 3.1k | 173.76 |
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