Cary Street Partners Investment Advisory’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $831K | Sell |
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|
2025
Q4 | $890K | Buy |
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|
2025
Q3 | $964K | Buy |
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|
2025
Q2 | $856K | Buy |
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|
2025
Q1 | $923K | Buy |
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|
2024
Q4 | $714K | Sell |
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|
2024
Q3 | $7.14M | Buy |
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|
2024
Q2 | $6.69M | Buy |
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|
2024
Q1 | $6.11M | Buy |
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|
2023
Q4 | $5.57M | Buy |
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|
2023
Q3 | $5.44M | Buy |
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|
2023
Q2 | $3.35M | Buy |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $2.51M | Buy |
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|
2021
Q4 | $2.55M | Buy |
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|
2021
Q3 | $2.19M | Sell |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $775K | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $2.75M | Buy |
|