KCS Wealth Advisory’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $931K | Sell |
4,893
-846
| -15% | -$162K | 0.4% | 69 |
|
|
2023
Q2 | $1.08M | Sell |
5,739
-133
| -2% | -$23.6K | 0.37% | 73 |
|
|
2023
Q1 | $978K | Sell |
5,872
-774
| -12% | -$129K | 0.37% | 74 |
|
|
2022
Q4 | $1.1M | Sell |
6,646
-512
| -7% | -$83.7K | 0.46% | 65 |
|
|
2022
Q3 | $1.07M | Sell |
7,158
-5,850
| -45% | -$939K | 0.49% | 66 |
|
|
2022
Q2 | $2.02M | Sell |
13,008
-2,119
| -14% | -$340K | 0.9% | 36 |
|
|
2022
Q1 | $2.58M | Buy |
15,127
+610
| +4% | +$96.2K | 1.19% | 28 |
|
|
2021
Q4 | $2.52M | Sell |
14,517
-503
| -3% | -$83.6K | 1.01% | 25 |
|
|
2021
Q3 | $2.27M | Buy |
15,020
+184
| +1% | +$27.8K | 1.08% | 25 |
|
|
2021
Q2 | $2.09M | Buy |
14,836
+692
| +5% | +$92.8K | 0.98% | 28 |
|
|
2021
Q1 | $1.72M | Buy |
14,144
+952
| +7% | +$110K | 0.89% | 32 |
|
|
2020
Q4 | $1.54M | Buy |
13,192
+679
| +5% | +$77.1K | 1.02% | 28 |
|
|
2020
Q3 | $1.44M | Sell |
12,513
-44
| -0.4% | -$5.04K | 1.14% | 26 |
|
|
2020
Q2 | $1.35M | Buy |
12,557
+1,325
| +12% | +$134K | 1.12% | 24 |
|
|
2020
Q1 | $971K | Buy |
11,232
+1,645
| +17% | +$175K | 0.99% | 33 |
|
|
2019
Q4 | $1.07M | Sell |
9,587
-56
| -0.6% | -$5.85K | 0.8% | 57 |
|
|
2019
Q3 | $965K | Buy |
9,643
+478
| +5% | +$47.8K | 0.67% | 57 |
|
|
2019
Q2 | $914K | Buy |
9,165
+450
| +5% | +$43.1K | 0.72% | 58 |
|
|
2019
Q1 | $818K | Buy |
8,715
+890
| +11% | +$78.7K | 0.71% | 62 |
|
|
2018
Q4 | $624K | Buy |
7,825
+798
| +11% | +$66.5K | 0.66% | 70 |
|
|
2018
Q3 | $581K | Buy |
7,027
+1,341
| +24% | +$114K | 0.54% | 86 |
|
|
2018
Q2 | $466K | Buy |
5,686
+135
| +2% | +$11K | 0.43% | 98 |
|
|
2018
Q1 | $458K | Buy |
5,551
+585
| +12% | +$48.5K | 0.42% | 96 |
|
|
2017
Q4 | $404K | Buy |
+4,966
| New | +$413K | 0.39% | 99 |
|
Other funds holding MRSH
