Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
MRSH holding history
Marsh & McLennan Companies, Inc. in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MRSH overviewAll 13F holders of MRSHFull Q4 2024 holdings
- Shares (Q4 2024)
- 36,881
- Value
- $7.83M
- % of portfolio
- 0.6%
- Quarters held
- 5
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 36,881 | $7.83M | 0.6% | −491−1.3% | Reduced | Holders |
| Q3 2024 | 37,372 | $8.34M | 0.7% | +37,372 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −36,436−100.0% | Sold out | Holders |
| Q1 2024 | 36,436 | $7.43M | 0.7% | +3,463+10.5% | Added | Holders |
| Q4 2023 | 32,973 | $6.25M | 0.6% | +5,379+19.5% | Added | Holders |
| Q3 2023 | 27,594 | $5.25M | 0.5% | +27,594 | New | Holders |