Laird Norton Wetherby Wealth 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 | $2.04M | Sell |
10,138
-7
| -0.1% | -$1.44K | 0.08% | 224 |
|
|
2025
Q2 | $2.22M | Buy |
+10,145
| New | +$2.29M | 0.1% | 202 |
|
|
2024
Q4 | $2.13M | Sell |
10,038
-471
| -4% | -$104K | 0.1% | 197 |
|
|
2024
Q3 | $2.34M | Sell |
10,509
-69
| -0.7% | -$15.3K | 0.11% | 195 |
|
|
2024
Q2 | $2.23M | Sell |
10,578
-89
| -0.8% | -$18.3K | 0.11% | 194 |
|
|
2024
Q1 | $2.2M | Sell |
10,667
-46
| -0.4% | -$9.17K | 0.1% | 204 |
|
|
2023
Q4 | $2.03M | Sell |
10,713
-147
| -1% | -$28.4K | 0.11% | 205 |
|
|
2023
Q3 | $2.07M | Sell |
10,860
-70
| -0.6% | -$13.4K | 0.12% | 178 |
|
|
2023
Q2 | $2.06M | Sell |
10,930
-96
| -0.9% | -$17K | 0.11% | 182 |
|
|
2023
Q1 | $1.84M | Buy |
11,026
+768
| +7% | +$128K | 0.11% | 209 |
|
|
2022
Q4 | $1.7M | Buy |
10,258
+280
| +3% | +$45.8K | 0.11% | 202 |
|
|
2022
Q3 | $1.49M | Buy |
9,978
+1,406
| +16% | +$226K | 0.11% | 202 |
|
|
2022
Q2 | $1.33M | Sell |
8,572
-6
| -0.1% | -$962 | 0.09% | 231 |
|
|
2022
Q1 | $1.46M | Buy |
8,578
+349
| +4% | +$55K | 0.08% | 231 |
|
|
2021
Q4 | $1.43M | Buy |
8,229
+493
| +6% | +$81.9K | 0.08% | 230 |
|
|
2021
Q3 | $1.17M | Buy |
7,736
+113
| +1% | +$17.1K | 0.07% | 260 |
|
|
2021
Q2 | $1.07M | Sell |
7,623
-221
| -3% | -$29.6K | 0.07% | 279 |
|
|
2021
Q1 | $955K | Buy |
7,844
+32
| +0.4% | +$3.69K | 0.07% | 266 |
|
|
2020
Q4 | $914K | Sell |
7,812
-157
| -2% | -$17.8K | 0.06% | 289 |
|
|
2020
Q3 | $914K | Sell |
7,969
-732
| -8% | -$83.9K | 0.08% | 239 |
|
|
2020
Q2 | $935K | Buy |
8,701
+454
| +6% | +$46K | 0.09% | 223 |
|
|
2020
Q1 | $713K | Buy |
8,247
+515
| +7% | +$54.9K | 0.08% | 244 |
|
|
2019
Q4 | $862K | Sell |
7,732
-194
| -2% | -$20.3K | 0.09% | 244 |
|
|
2019
Q3 | $793K | Buy |
7,926
+262
| +3% | +$26.2K | 0.08% | 256 |
|
|
2019
Q2 | $764K | Buy |
7,664
+274
| +4% | +$26.2K | 0.08% | 264 |
|
|
2019
Q1 | $694K | Buy |
7,390
+725
| +11% | +$64.1K | 0.09% | 267 |
|
|
2018
Q4 | $532K | Sell |
6,665
-268
| -4% | -$22.3K | 0.08% | 305 |
|
|
2018
Q3 | $574K | Buy |
6,933
+968
| +16% | +$82K | 0.07% | 325 |
|
|
2018
Q2 | $489K | Buy |
5,965
+188
| +3% | +$15.3K | 0.07% | 346 |
|
|
2018
Q1 | $477K | Buy |
5,777
+72
| +1% | +$5.96K | 0.07% | 352 |
|
|
2017
Q4 | $464K | Buy |
5,705
+237
| +4% | +$19.7K | 0.06% | 365 |
|
|
2017
Q3 | $458K | Buy |
5,468
+430
| +9% | +$34.1K | 0.07% | 351 |
|
|
2017
Q2 | $393K | Buy |
5,038
+19
| +0.4% | +$1.44K | 0.07% | 365 |
|
|
2017
Q1 | $371K | Buy |
5,019
+106
| +2% | +$7.58K | 0.07% | 366 |
|
|
2016
Q4 | $332K | Buy |
4,913
+120
| +3% | +$8.04K | 0.07% | 384 |
|
|
2016
Q3 | $322K | Buy |
4,793
+74
| +2% | +$4.96K | 0.07% | 364 |
|
|
2016
Q2 | $324K | Buy |
4,719
+115
| +2% | +$7.38K | 0.07% | 327 |
|
|
2016
Q1 | $280K | Sell |
4,604
-572
| -11% | -$32K | 0.07% | 345 |
|
|
2015
Q4 | $287K | Buy |
5,176
+279
| +6% | +$15.4K | 0.07% | 330 |
|
|
2015
Q3 | $255K | Buy |
4,897
+670
| +16% | +$37.4K | 0.07% | 351 |
|
|
2015
Q2 | $239K | Buy |
4,227
+103
| +2% | +$5.95K | 0.06% | 382 |
|
|
2015
Q1 | $231K | Buy |
4,124
+320
| +8% | +$18K | 0.06% | 392 |
|
|
2014
Q4 | $218K | Buy |
+3,804
| New | +$209K | 0.05% | 396 |
|
Other funds holding MRSH
