Buckingham Strategic Wealth’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $827K | Sell |
3,923
-130
| -3% | -$26.7K | 0.01% | 365 |
|
|
2024
Q1 | $835K | Sell |
4,053
-117
| -3% | -$23.3K | 0.01% | 367 |
|
|
2023
Q4 | $790K | Buy |
4,170
+187
| +5% | +$36.1K | 0.01% | 360 |
|
|
2023
Q3 | $758K | Buy |
3,983
+13
| +0.3% | +$2.49K | 0.01% | 340 |
|
|
2023
Q2 | $747K | Buy |
3,970
+139
| +4% | +$24.7K | 0.01% | 339 |
|
|
2023
Q1 | $634K | Hold |
3,831
| – | – | 0.01% | 333 |
|
|
2022
Q4 | $634K | Buy |
3,831
+302
| +9% | +$49.4K | 0.01% | 335 |
|
|
2022
Q3 | $527K | Buy |
3,529
+27
| +0.8% | +$4.33K | 0.01% | 357 |
|
|
2022
Q2 | $544K | Buy |
3,502
+151
| +5% | +$24.2K | 0.01% | 358 |
|
|
2022
Q1 | $571K | Sell |
3,351
-269
| -7% | -$42.4K | 0.01% | 344 |
|
|
2021
Q4 | $629K | Buy |
3,620
+129
| +4% | +$21.4K | 0.01% | 327 |
|
|
2021
Q3 | $529K | Buy |
3,491
+1,520
| +77% | +$230K | 0.01% | 349 |
|
|
2021
Q2 | $277K | Buy |
1,971
+2
| +0.1% | +$268 | 0.01% | 482 |
|
|
2021
Q1 | $240K | Buy |
1,969
+99
| +5% | +$11.4K | 0.01% | 477 |
|
|
2020
Q4 | $219K | Buy |
+1,870
| New | +$212K | 0.01% | 489 |
|
|
2020
Q3 | – | Sell |
-3,839
| Closed | -$412K | – | 488 |
|
|
2020
Q2 | $412K | Sell |
3,839
-728
| -16% | -$73.7K | 0.04% | 254 |
|
|
2020
Q1 | $395K | Buy |
4,567
+666
| +17% | +$71K | 0.04% | 282 |
|
|
2019
Q4 | $435K | Buy |
3,901
+1,065
| +38% | +$111K | 0.04% | 277 |
|
|
2019
Q3 | $284K | Sell |
2,836
-1,082
| -28% | -$108K | 0.03% | 332 |
|
|
2019
Q2 | $391K | Buy |
3,918
+850
| +28% | +$81.3K | 0.04% | 285 |
|
|
2019
Q1 | $288K | Buy |
3,068
+43
| +1% | +$3.8K | 0.04% | 323 |
|
|
2018
Q4 | $241K | Buy |
3,025
+196
| +7% | +$16.3K | 0.04% | 300 |
|
|
2018
Q3 | $234K | Buy |
2,829
+70
| +3% | +$5.93K | 0.04% | 316 |
|
|
2018
Q2 | $226K | Hold |
2,759
| – | – | 0.04% | 319 |
|
|
2018
Q1 | $228K | Sell |
2,759
-68
| -2% | -$5.63K | 0.04% | 276 |
|
|
2017
Q4 | $230K | Sell |
2,827
-14
| -0.5% | -$1.16K | 0.05% | 279 |
|
|
2017
Q3 | $238K | Hold |
2,841
| – | – | 0.06% | 251 |
|
|
2017
Q2 | $221K | Buy |
2,841
+68
| +2% | +$5.13K | 0.05% | 267 |
|
|
2017
Q1 | $205K | Sell |
2,773
-304
| -10% | -$21.7K | 0.06% | 245 |
|
|
2016
Q4 | $208K | Hold |
3,077
| – | – | 0.07% | 216 |
|
|
2016
Q3 | $207K | Sell |
3,077
-42
| -1% | -$2.81K | 0.07% | 212 |
|
|
2016
Q2 | $214K | Sell |
3,119
-1,425
| -31% | -$91.5K | 0.07% | 216 |
|
|
2016
Q1 | $276K | Sell |
4,544
-490
| -10% | -$27.4K | 0.09% | 161 |
|
|
2015
Q4 | $279K | Buy |
5,034
+490
| +11% | +$27K | 0.09% | 144 |
|
|
2015
Q3 | $237K | Sell |
4,544
-478
| -10% | -$26.7K | 0.08% | 169 |
|
|
2015
Q2 | $285K | Buy |
5,022
+360
| +8% | +$20.8K | 0.09% | 164 |
|
|
2015
Q1 | $261K | Hold |
4,662
| – | – | 0.1% | 161 |
|
|
2014
Q4 | $267K | Buy |
+4,662
| New | +$256K | 0.1% | 152 |
|
Other funds holding MRSH
