Financial Advocates Investment Management’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 |
|
|||||
|
2025
Q2 | $560K | Buy |
|
|||||
|
2025
Q1 | $535K | Sell |
|
|||||
|
2024
Q4 | $479K | Sell |
|
|||||
|
2024
Q3 | $929K | Buy |
|
|||||
|
2024
Q2 | $860K | Buy |
|
|||||
|
2024
Q1 | $717K | Buy |
|
|||||
|
2023
Q4 | $613K | Buy |
|
|||||
|
2023
Q3 | $402K | Sell |
|
|||||
|
2023
Q2 | $456K | Buy |
|
|||||
|
2023
Q1 | $374K | Buy |
|
|||||
|
2022
Q4 | $313K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $306K | Sell |
|
|||||
|
2020
Q4 | $295K | Buy |
|
|||||
|
2020
Q3 | $287K | Buy |
|
|||||
|
2020
Q2 | $268K | Buy |
|
|||||
|
2020
Q1 | $209K | Buy |
|
|||||
|
2019
Q4 | $232K | Buy |
|