Marsh & McLennan Companies shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Marsh & McLennan Companies
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Quarterly reported holdings in Marsh & McLennan Companies by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $45k | 235 | 189.47 |
| 2023-09-30 | $254k | 1.3k | 190.30 |
| 2022-12-31 | $413k | 2.5k | 165.48 |
| 2022-09-30 | $212k | 1.4k | 149.19 |
| 2022-06-30 | $492k | 3.2k | 155.35 |
| 2022-03-31 | $519k | 3.0k | 170.39 |
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