Marsh & McLennan Companies shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Marsh & McLennan Companies
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All positions including Marsh & McLennan Companies held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Marsh & McLennan Companies by Vista Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $596k | 2.8k | 212.41 |
2024-09-30 | $607k | 2.7k | 223.09 |
2024-06-30 | $561k | 2.7k | 210.72 |
2024-03-31 | $479k | 2.3k | 205.98 |
2023-12-31 | $245k | 1.3k | 189.46 |
2023-09-30 | $241k | 1.3k | 190.23 |
2023-06-30 | $239k | 1.3k | 188.01 |
2023-03-31 | $211k | 1.3k | 166.49 |
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