Clark Capital Management Group’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,005
| Closed | -$220K | – | 461 |
|
|
2025
Q2 | $220K | Sell |
1,005
-74
| -7% | -$16.7K | ﹤0.01% | 405 |
|
|
2025
Q1 | $263K | Sell |
1,079
-698
| -39% | -$158K | ﹤0.01% | 391 |
|
|
2024
Q4 | $377K | Buy |
1,777
+271
| +18% | +$60.1K | ﹤0.01% | 354 |
|
|
2024
Q3 | $336K | Sell |
1,506
-85
| -5% | -$18.9K | ﹤0.01% | 354 |
|
|
2024
Q2 | $335K | Sell |
1,591
-4,332
| -73% | -$890K | ﹤0.01% | 341 |
|
|
2024
Q1 | $1.22M | Buy |
5,923
+1,630
| +38% | +$325K | 0.01% | 278 |
|
|
2023
Q4 | $813K | Buy |
4,293
+3,073
| +252% | +$594K | 0.01% | 288 |
|
|
2023
Q3 | $232K | Buy |
1,220
+19
| +2% | +$3.64K | ﹤0.01% | 320 |
|
|
2023
Q2 | $226K | Buy |
+1,201
| New | +$213K | ﹤0.01% | 323 |
|
|
2022
Q3 | – | Sell |
-1,297
| Closed | -$201K | – | 365 |
|
|
2022
Q2 | $201K | Sell |
1,297
-146
| -10% | -$23.4K | ﹤0.01% | 319 |
|
|
2022
Q1 | $246K | Sell |
1,443
-374
| -21% | -$59K | ﹤0.01% | 347 |
|
|
2021
Q4 | $316K | Buy |
1,817
+211
| +13% | +$35K | ﹤0.01% | 311 |
|
|
2021
Q3 | $243K | Buy |
1,606
+37
| +2% | +$5.6K | ﹤0.01% | 317 |
|
|
2021
Q2 | $221K | Buy |
+1,569
| New | +$210K | ﹤0.01% | 326 |
|
|
2016
Q2 | – | Sell |
-5,885
| Closed | -$358K | – | 332 |
|
|
2016
Q1 | $358K | Sell |
5,885
-346
| -6% | -$19.4K | 0.03% | 255 |
|
|
2015
Q4 | $346K | Sell |
6,231
-53
| -0.8% | -$2.92K | 0.03% | 247 |
|
|
2015
Q3 | $328K | Sell |
6,284
-2
| -0% | -$112 | 0.03% | 252 |
|
|
2015
Q2 | $356K | Sell |
6,286
-1,603
| -20% | -$92.6K | 0.03% | 247 |
|
|
2015
Q1 | $442K | Sell |
7,889
-1,069
| -12% | -$60.3K | 0.04% | 234 |
|
|
2014
Q4 | $513K | Buy |
8,958
+159
| +2% | +$8.72K | 0.05% | 197 |
|
|
2014
Q3 | $461K | Buy |
+8,799
| New | +$459K | 0.04% | 196 |
|
Other funds holding MRSH
