Douglas Lane & Associates’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Buy |
6,047
+14
| +0.2% | +$2.34K | 0.01% | 161 |
|
|
2026
Q1 | $1.05M | Buy |
+6,033
| New | +$1.08M | 0.02% | 151 |
|
|
2025
Q4 | – | Sell |
-6,360
| Closed | -$1.28M | – | 241 |
|
|
2025
Q3 | $1.28M | Sell |
6,360
-417
| -6% | -$85.8K | 0.02% | 150 |
|
|
2025
Q2 | $1.48M | Sell |
6,777
-29
| -0.4% | -$6.55K | 0.02% | 147 |
|
|
2025
Q1 | $1.66M | Sell |
6,806
-199
| -3% | -$45.1K | 0.02% | 147 |
|
|
2024
Q4 | $1.49M | Buy |
7,005
+2,194
| +46% | +$487K | 0.02% | 152 |
|
|
2024
Q3 | $1.07M | Sell |
4,811
-22
| -0.5% | -$4.88K | 0.01% | 157 |
|
|
2024
Q2 | $1.02M | Sell |
4,833
-64
| -1% | -$13.1K | 0.01% | 159 |
|
|
2024
Q1 | $1.01M | Hold |
4,897
| – | – | 0.01% | 159 |
|
|
2023
Q4 | $928K | Sell |
4,897
-448
| -8% | -$86.6K | 0.01% | 159 |
|
|
2023
Q3 | $1.02M | Sell |
5,345
-150
| -3% | -$28.7K | 0.02% | 149 |
|
|
2023
Q2 | $1.03M | Sell |
5,495
-25
| -0.5% | -$4.44K | 0.02% | 151 |
|
|
2023
Q1 | $919K | Sell |
5,520
-533
| -9% | -$88.8K | 0.02% | 154 |
|
|
2022
Q4 | $1M | Sell |
6,053
-143
| -2% | -$23.4K | 0.02% | 152 |
|
|
2022
Q3 | $925K | Hold |
6,196
| – | – | 0.02% | 151 |
|
|
2022
Q2 | $962K | Buy |
6,196
+964
| +18% | +$154K | 0.02% | 150 |
|
|
2022
Q1 | $892K | Buy |
5,232
+97
| +2% | +$15.3K | 0.01% | 160 |
|
|
2021
Q4 | $893K | Sell |
5,135
-375
| -7% | -$62.3K | 0.01% | 158 |
|
|
2021
Q3 | $834K | Sell |
5,510
-116
| -2% | -$17.5K | 0.01% | 155 |
|
|
2021
Q2 | $791K | Sell |
5,626
-800
| -12% | -$107K | 0.01% | 153 |
|
|
2021
Q1 | $783K | Sell |
6,426
-94
| -1% | -$10.8K | 0.01% | 150 |
|
|
2020
Q4 | $763K | Buy |
6,520
+546
| +9% | +$62K | 0.01% | 149 |
|
|
2020
Q3 | $685K | Sell |
5,974
-612
| -9% | -$70.1K | 0.01% | 147 |
|
|
2020
Q2 | $707K | Sell |
6,586
-306
| -4% | -$31K | 0.02% | 147 |
|
|
2020
Q1 | $596K | Hold |
6,892
| – | – | 0.02% | 149 |
|
|
2019
Q4 | $768K | Sell |
6,892
-133
| -2% | -$13.9K | 0.01% | 152 |
|
|
2019
Q3 | $703K | Sell |
7,025
-75
| -1% | -$7.5K | 0.01% | 153 |
|
|
2019
Q2 | $708K | Buy |
7,100
+13
| +0.2% | +$1.24K | 0.01% | 156 |
|
|
2019
Q1 | $665K | Sell |
7,087
-276
| -4% | -$24.4K | 0.01% | 163 |
|
|
2018
Q4 | $587K | Sell |
7,363
-820
| -10% | -$68.4K | 0.01% | 161 |
|
|
2018
Q3 | $677K | Sell |
8,183
-445
| -5% | -$37.7K | 0.01% | 161 |
|
|
2018
Q2 | $707K | Buy |
8,628
+448
| +5% | +$36.6K | 0.02% | 155 |
|
|
2018
Q1 | $676K | Buy |
8,180
+629
| +8% | +$52.1K | 0.01% | 156 |
|
|
2017
Q4 | $615K | Buy |
7,551
+312
| +4% | +$25.9K | 0.01% | 161 |
|
|
2017
Q3 | $607K | Buy |
7,239
+1,759
| +32% | +$139K | 0.01% | 165 |
|
|
2017
Q2 | $427K | Buy |
5,480
+121
| +2% | +$9.14K | 0.01% | 177 |
|
|
2017
Q1 | $396K | Sell |
5,359
-150
| -3% | -$10.7K | 0.01% | 178 |
|
|
2016
Q4 | $372K | Sell |
5,509
-300
| -5% | -$20.1K | 0.01% | 183 |
|
|
2016
Q3 | $391K | Sell |
5,809
-400
| -6% | -$26.8K | 0.01% | 181 |
|
|
2016
Q2 | $425K | Sell |
6,209
-100
| -2% | -$6.42K | 0.01% | 179 |
|
|
2016
Q1 | $384K | Buy |
+6,309
| New | +$353K | 0.01% | 185 |
|
Other funds holding MRSH
NLI
DC
SI
AIM
SP
CNB
