Kintegral Advisory’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.48M | Sell |
14,306
-634
| -4% | -$114K | 0.24% | 106 |
|
|
2025
Q4 | $2.77M | Sell |
14,940
-409
| -3% | -$76.5K | 0.23% | 105 |
|
|
2025
Q3 | $3.09M | Sell |
15,349
-69
| -0.4% | -$14.2K | 0.26% | 97 |
|
|
2025
Q2 | $3.37M | Sell |
15,418
-23
| -0.1% | -$5.19K | 0.31% | 88 |
|
|
2025
Q1 | $3.77M | Sell |
15,441
-53
| -0.3% | -$12K | 0.38% | 79 |
|
|
2024
Q4 | $3.29M | Sell |
15,494
-722
| -4% | -$160K | 0.31% | 88 |
|
|
2024
Q3 | $3.62M | Sell |
16,216
-212
| -1% | -$47.1K | 0.33% | 90 |
|
|
2024
Q2 | $3.46M | Sell |
16,428
-10,989
| -40% | -$2.26M | 0.33% | 87 |
|
|
2024
Q1 | $5.65M | Sell |
27,417
-85
| -0.3% | -$16.9K | 0.56% | 48 |
|
|
2023
Q4 | $5.21M | Sell |
27,502
-175
| -0.6% | -$33.8K | 0.58% | 45 |
|
|
2023
Q3 | $5.27M | Sell |
27,677
-16
| -0.1% | -$3.07K | 0.65% | 38 |
|
|
2023
Q2 | $5.21M | Hold |
27,693
| – | – | 0.62% | 40 |
|
|
2023
Q1 | $4.61M | Sell |
27,693
-1,488
| -5% | -$248K | 0.6% | 46 |
|
|
2022
Q4 | $4.83M | Sell |
29,181
-20,583
| -41% | -$3.37M | 0.64% | 44 |
|
|
2022
Q3 | $7.43M | Hold |
49,764
| – | – | 1.03% | 15 |
|
|
2022
Q2 | $7.73M | Buy |
49,764
+1,054
| +2% | +$169K | 1% | 16 |
|
|
2022
Q1 | $8.3M | Buy |
48,710
+1,090
| +2% | +$172K | 0.91% | 20 |
|
|
2021
Q4 | $8.28M | Hold |
47,620
| – | – | 0.86% | 21 |
|
|
2021
Q3 | $7.21M | Hold |
47,620
| – | – | 0.85% | 23 |
|
|
2021
Q2 | $6.7M | Hold |
47,620
| – | – | 0.79% | 27 |
|
|
2021
Q1 | $5.8M | Hold |
47,620
| – | – | 0.74% | 28 |
|
|
2020
Q4 | $5.57M | Hold |
47,620
| – | – | 0.76% | 27 |
|
|
2020
Q3 | $5.46M | Sell |
47,620
-1,533
| -3% | -$176K | 0.83% | 27 |
|
|
2020
Q2 | $5.28M | Hold |
49,153
| – | – | 0.85% | 27 |
|
|
2020
Q1 | $4.25M | Buy |
49,153
+5,500
| +13% | +$586K | 0.83% | 27 |
|
|
2019
Q4 | $4.86M | Hold |
43,653
| – | – | 0.88% | 21 |
|
|
2019
Q3 | $4.37M | Hold |
43,653
| – | – | 0.87% | 23 |
|
|
2019
Q2 | $4.35M | Hold |
43,653
| – | – | 0.88% | 22 |
|
|
2019
Q1 | $4.1M | Buy |
43,653
+102
| +0.2% | +$9.02K | 0.86% | 23 |
|
|
2018
Q4 | $3.47M | Buy |
+43,551
| New | +$3.63M | 1.03% | 25 |
|
Other funds holding MRSH
VCM
VPM
