BCM
MRSH

Bourgeon Capital Management’s Marsh MRSH Stock Holding History

Bourgeon Capital Management’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-765
Closed -$145K – 260
2023
Q4 		$145K Hold
765
– – 0.03% 114
2023
Q3 		$146K Hold
765
– – 0.03% 107
2023
Q2 		$144K Hold
765
– – 0.03% 112
2023
Q1 		$127K Hold
765
– – 0.03% 109
2022
Q4 		$127K Hold
765
– – 0.03% 115
2022
Q3 		$114K Hold
765
– – 0.03% 105
2022
Q2 		$119K Hold
765
– – 0.03% 106
2022
Q1 		$130K Hold
765
– – 0.03% 112
2021
Q4 		$133K Hold
765
– – 0.03% 115
2021
Q3 		$116K Hold
765
– – 0.02% 122
2021
Q2 		$108K Hold
765
– – 0.02% 128
2021
Q1 		$93K Buy
+765
New +$88.1K 0.02% 133
2020
Q4 		– Sell
-16
Closed -$2K – 303
2020
Q3 		$2K Buy
+16
New +$1.83K ﹤0.01% 259

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