MARSH & MCLENNAN COS INC

Ticker: MRSH CUSIP: 571748102 Class: COM

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,761 Value ($000) $512 Avg Close $186.43 Range $173.30 - $207.83
Q3 2025
Shares 2,761 Value ($000) $557 Avg Close $204.01 Range $193.16 - $217.79
Q2 2025
Shares 2,723 Value ($000) $595 Avg Close $223.19 Range $207.03 - $245.83
Q1 2025
Shares 1,711 Value ($000) $418 Avg Close $223.35 Range $202.92 - $243.01
Q4 2024
Shares 1,709 Value ($000) $363 Avg Close $217.77 Range $205.01 - $231.80
Q3 2024
Shares 1,707 Value ($000) $381 Avg Close $216.92 Range $203.69 - $227.83
Q2 2024
Shares 1,734 Value ($000) $365 Avg Close $200.17 Range $190.69 - $211.90
Q1 2024
Shares 1,831 Value ($000) $377 Avg Close $193.37 Range $182.28 - $203.67
Q4 2023
Shares 1,829 Value ($000) $347 Avg Close $186.95 Range $177.61 - $196.74
Q3 2023
Shares 1,827 Value ($000) $348 Avg Close $184.60 Range $176.10 - $192.52
Q2 2023
Shares 1,838 Value ($000) $346 Avg Close $170.44 Range $158.35 - $182.02
Q1 2023
Shares 1,858 Value ($000) $310 Avg Close $159.32 Range $144.98 - $169.70
Q4 2022
Shares 1,857 Value ($000) $307 Avg Close $155.95 Range $140.95 - $169.03
Q3 2022
Shares 1,862 Value ($000) $278 Avg Close $152.34 Range $138.65 - $166.00
Q2 2022
Shares 1,860 Value ($000) $288 Avg Close $151.71 Range $135.36 - $173.83
Q1 2022
Shares 1,858 Value ($000) $316 Avg Close $148.65 Range $134.43 - $164.01
Q4 2021
Shares 1,852 Value ($000) $321 Avg Close $156.21 Range $141.53 - $165.13
Q3 2021
Shares 1,847 Value ($000) $279 Avg Close $141.63 Range $128.41 - $152.48
Q2 2021
Shares 1,838 Value ($000) $258 Avg Close $125.21 Range $112.59 - $132.40
Q1 2021
Shares 1,799 Value ($000) $219 Avg Close $107.02 Range $98.83 - $113.89
Q4 2020
Shares 1,738 Value ($000) $195 Avg Close $105.23 Range $94.36 - $110.82