Glassman Wealth Services’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,503
| Closed | -$474K | – | 1165 |
|
|
2023
Q4 | $474K | Sell |
2,503
-536
| -18% | -$104K | 0.07% | 90 |
|
|
2023
Q3 | $578K | Buy |
3,039
+523
| +21% | +$100K | 0.09% | 71 |
|
|
2023
Q2 | $473K | Buy |
2,516
+8
| +0.3% | +$1.42K | 0.08% | 78 |
|
|
2023
Q1 | $418K | Sell |
2,508
-11
| -0.4% | -$1.83K | 0.07% | 87 |
|
|
2022
Q4 | $417K | Buy |
2,519
+62
| +3% | +$10.1K | 0.08% | 97 |
|
|
2022
Q3 | $367K | Buy |
2,457
+137
| +6% | +$22K | 0.08% | 89 |
|
|
2022
Q2 | $360K | Buy |
2,320
+114
| +5% | +$18.3K | 0.07% | 97 |
|
|
2022
Q1 | $376K | Buy |
2,206
+60
| +3% | +$9.46K | 0.07% | 100 |
|
|
2021
Q4 | $373K | Sell |
2,146
-583
| -21% | -$96.8K | 0.07% | 97 |
|
|
2021
Q3 | $413K | Buy |
2,729
+28
| +1% | +$4.24K | 0.09% | 87 |
|
|
2021
Q2 | $380K | Sell |
2,701
-2,491
| -48% | -$334K | 0.08% | 90 |
|
|
2021
Q1 | $632K | Sell |
5,192
-28
| -0.5% | -$3.23K | 0.14% | 68 |
|
|
2020
Q4 | $611K | Buy |
5,220
+19
| +0.4% | +$2.16K | 0.14% | 62 |
|
|
2020
Q3 | $597K | Buy |
5,201
+160
| +3% | +$18.3K | 0.16% | 61 |
|
|
2020
Q2 | $541K | Buy |
5,041
+2,604
| +107% | +$264K | 0.17% | 60 |
|
|
2020
Q1 | $211K | Buy |
2,437
+51
| +2% | +$5.44K | 0.08% | 96 |
|
|
2019
Q4 | $266K | Buy |
2,386
+5
| +0.2% | +$522 | 0.1% | 97 |
|
|
2019
Q3 | $238K | Buy |
2,381
+4
| +0.2% | +$400 | 0.1% | 98 |
|
|
2019
Q2 | $237K | Buy |
2,377
+11
| +0.5% | +$1.05K | 0.1% | 100 |
|
|
2019
Q1 | $222K | Buy |
2,366
+19
| +0.8% | +$1.68K | 0.1% | 102 |
|
|
2018
Q4 | $187K | Hold |
2,347
| – | – | 0.1% | 103 |
|
|
2018
Q3 | $194K | Hold |
2,347
| – | – | 0.09% | 109 |
|
|
2018
Q2 | $192K | Hold |
2,347
| – | – | 0.1% | 92 |
|
|
2018
Q1 | $194K | Sell |
2,347
-14
| -0.6% | -$1.16K | 0.12% | 80 |
|
|
2017
Q4 | $192K | Buy |
2,361
+23
| +1% | +$1.91K | 0.12% | 78 |
|
|
2017
Q3 | $196K | Hold |
2,338
| – | – | 0.13% | 75 |
|
|
2017
Q2 | $182K | Hold |
2,338
| – | – | 0.12% | 83 |
|
|
2017
Q1 | $173K | Sell |
2,338
-620
| -21% | -$44.3K | 0.12% | 85 |
|
|
2016
Q4 | $200K | Buy |
2,958
+17
| +0.6% | +$1.14K | 0.14% | 82 |
|
|
2016
Q3 | $198K | Hold |
2,941
| – | – | 0.17% | 62 |
|
|
2016
Q2 | $201K | Hold |
2,941
| – | – | 0.17% | 55 |
|
|
2016
Q1 | $179K | Hold |
2,941
| – | – | 0.16% | 68 |
|
|
2015
Q4 | $163K | Hold |
2,941
| – | – | 0.15% | 86 |
|
|
2015
Q3 | $154K | Hold |
2,941
| – | – | 0.14% | 87 |
|
|
2015
Q2 | $167K | Sell |
2,941
-3,000
| -50% | -$173K | 0.13% | 81 |
|
|
2015
Q1 | $333K | Hold |
5,941
| – | – | 0.27% | 34 |
|
|
2014
Q4 | $340K | Buy |
+5,941
| New | +$326K | 0.25% | 38 |
|
Other funds holding MRSH
Glassman Wealth Services's MRSH Position: Q1 2024 in Review
Glassman Wealth Services sold out of Marsh (MRSH) in Q1 2024, closing a stake of 2,503 shares — an estimated $474K sold.
Glassman Wealth Services first reported a position in MRSH in Q4 2014 and held it in 37 quarters. The position peaked at $632K in Q1 2021. 1,443 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.
- Glassman Wealth Services reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 2,503 Marsh shares in Q1 2024, an estimated $474K.
- Glassman Wealth Services first reported a position in Marsh in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's Marsh position peaked at $632K in Q1 2021.
- 1,443 funds tracked by Wall St. Rank held Marsh as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.