Freedom 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 |
-6,215
| Closed | -$1.36M | – | 467 |
|
|
2025
Q2 | $1.36M | Buy |
6,215
+746
| +14% | +$168K | 0.11% | 172 |
|
|
2025
Q1 | $1.33M | Sell |
5,469
-1,020
| -16% | -$231K | 0.11% | 166 |
|
|
2024
Q4 | $1.38M | Buy |
6,489
+109
| +2% | +$24.2K | 0.11% | 165 |
|
|
2024
Q3 | $1.42M | Buy |
6,380
+298
| +5% | +$66.1K | 0.11% | 164 |
|
|
2024
Q2 | $1.28M | Buy |
6,082
+195
| +3% | +$40.1K | 0.1% | 188 |
|
|
2024
Q1 | $1.21M | Buy |
5,887
+732
| +14% | +$146K | 0.1% | 202 |
|
|
2023
Q4 | $977K | Sell |
5,155
-271
| -5% | -$52.4K | 0.08% | 257 |
|
|
2023
Q3 | $1.03M | Buy |
5,426
+873
| +19% | +$167K | 0.13% | 196 |
|
|
2023
Q2 | $856K | Buy |
4,553
+2,185
| +92% | +$388K | 0.1% | 274 |
|
|
2023
Q1 | $394K | Buy |
2,368
+190
| +9% | +$31.7K | 0.04% | 472 |
|
|
2022
Q4 | $360K | Sell |
2,178
-242
| -10% | -$39.6K | 0.04% | 525 |
|
|
2022
Q3 | $361K | Sell |
2,420
-105
| -4% | -$16.8K | 0.04% | 515 |
|
|
2022
Q2 | $392K | Buy |
2,525
+477
| +23% | +$76.4K | 0.04% | 526 |
|
|
2022
Q1 | $349K | Sell |
2,048
-64
| -3% | -$10.1K | 0.03% | 578 |
|
|
2021
Q4 | $367K | Buy |
2,112
+28
| +1% | +$4.65K | 0.03% | 613 |
|
|
2021
Q3 | $316K | Sell |
2,084
-31
| -1% | -$4.69K | 0.02% | 622 |
|
|
2021
Q2 | $298K | Buy |
2,115
+7
| +0.3% | +$939 | 0.02% | 683 |
|
|
2021
Q1 | $257K | Buy |
2,108
+125
| +6% | +$14.4K | 0.02% | 708 |
|
|
2020
Q4 | $232K | Sell |
1,983
-155
| -7% | -$17.6K | 0.03% | 539 |
|
|
2020
Q3 | $245K | Buy |
2,138
+246
| +13% | +$28.2K | 0.03% | 461 |
|
|
2020
Q2 | $203K | Buy |
1,892
+57
| +3% | +$5.77K | 0.02% | 509 |
|
|
2020
Q1 | $214K | Buy |
1,835
+36
| +2% | +$3.84K | 0.02% | 609 |
|
|
2019
Q4 | $200K | Buy |
+1,799
| New | +$188K | 0.02% | 619 |
|
|
2018
Q4 | – | Sell |
-2,668
| Closed | -$226K | – | 855 |
|
|
2018
Q3 | $226K | Buy |
+2,668
| New | +$226K | 0.01% | 801 |
|
|
2018
Q2 | – | Sell |
-7,602
| Closed | -$628K | – | 1059 |
|
|
2018
Q1 | $628K | Buy |
+7,602
| New | +$630K | 0.03% | 532 |
|
|
2017
Q1 | – | Sell |
-4,671
| Closed | -$316K | – | 1092 |
|
|
2016
Q4 | $316K | Buy |
+4,671
| New | +$313K | 0.02% | 670 |
|
Other funds holding MRSH
