Marsh & McLennan Companies shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in Marsh & McLennan Companies
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Download as csv Download as ExcelQuarterly reported holdings in Marsh & McLennan Companies by Willow Creek Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $367k | 1.9k | 189.47 |
2023-09-30 | $369k | 1.9k | 190.30 |
2023-06-30 | $365k | 1.9k | 188.08 |
2023-03-31 | $322k | 1.9k | 166.55 |
2022-12-31 | $320k | 1.9k | 165.63 |
2022-09-30 | $303k | 2.0k | 149.33 |
2022-06-30 | $315k | 2.0k | 155.25 |
2022-03-31 | $346k | 2.0k | 170.53 |
2021-12-31 | $353k | 2.0k | 173.98 |
2021-09-30 | $307k | 2.0k | 151.31 |
2021-06-30 | $285k | 2.0k | 140.46 |
2021-03-31 | $247k | 2.0k | 121.73 |
2020-12-31 | $237k | 2.0k | 116.81 |
2020-09-30 | $233k | 2.0k | 114.83 |
2019-12-31 | $203k | 1.8k | 111.66 |
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