Lincoln National Corp’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,503
| Closed | -$928K | – | 729 |
|
|
2024
Q1 | $928K | Buy |
4,503
+435
| +11% | +$86.7K | 0.01% | 538 |
|
|
2023
Q4 | $771K | Buy |
4,068
+1,385
| +52% | +$268K | 0.01% | 525 |
|
|
2023
Q3 | $511K | Sell |
2,683
-7,547
| -74% | -$1.45M | 0.01% | 593 |
|
|
2023
Q2 | $1.92M | Buy |
10,230
+261
| +3% | +$46.3K | 0.04% | 259 |
|
|
2023
Q1 | $1.66M | Sell |
9,969
-650
| -6% | -$108K | 0.03% | 278 |
|
|
2022
Q4 | $1.76M | Sell |
10,619
-578
| -5% | -$94.5K | 0.04% | 241 |
|
|
2022
Q3 | $1.67M | Buy |
11,197
+74
| +0.7% | +$11.9K | 0.04% | 240 |
|
|
2022
Q2 | $1.73M | Sell |
11,123
-1,389
| -11% | -$223K | 0.04% | 234 |
|
|
2022
Q1 | $2.13M | Buy |
12,512
+133
| +1% | +$21K | 0.04% | 214 |
|
|
2021
Q4 | $2.15M | Sell |
12,379
-766
| -6% | -$127K | 0.04% | 211 |
|
|
2021
Q3 | $1.99M | Buy |
13,145
+30
| +0.2% | +$4.54K | 0.04% | 204 |
|
|
2021
Q2 | $1.84M | Sell |
13,115
-1,160
| -8% | -$156K | 0.04% | 215 |
|
|
2021
Q1 | $1.74M | Sell |
14,275
-211
| -1% | -$24.3K | 0.04% | 208 |
|
|
2020
Q4 | $1.7M | Buy |
14,486
+5,975
| +70% | +$679K | 0.04% | 204 |
|
|
2020
Q3 | $976K | Sell |
8,511
-609
| -7% | -$69.8K | 0.03% | 257 |
|
|
2020
Q2 | $979K | Sell |
9,120
-1,481
| -14% | -$150K | 0.03% | 254 |
|
|
2020
Q1 | $917K | Sell |
10,601
-601
| -5% | -$64.1K | 0.03% | 225 |
|
|
2019
Q4 | $1.25M | Buy |
11,202
+282
| +3% | +$29.5K | 0.04% | 218 |
|
|
2019
Q3 | $1.09M | Sell |
10,920
-941
| -8% | -$94.1K | 0.04% | 212 |
|
|
2019
Q2 | $1.18M | Buy |
11,861
+733
| +7% | +$70.1K | 0.05% | 178 |
|
|
2019
Q1 | $1.04M | Sell |
11,128
-3,059
| -22% | -$271K | 0.04% | 193 |
|
|
2018
Q4 | $1.13M | Buy |
14,187
+8
| +0.1% | +$667 | 0.05% | 155 |
|
|
2018
Q3 | $1.17M | Buy |
14,179
+9
| +0.1% | +$762 | 0.04% | 161 |
|
|
2018
Q2 | $1.16M | Buy |
14,170
+7,030
| +98% | +$574K | 0.04% | 150 |
|
|
2018
Q1 | $590K | Sell |
7,140
-9,497
| -57% | -$787K | 0.02% | 242 |
|
|
2017
Q4 | $1.35M | Buy |
16,637
+8,316
| +100% | +$691K | 0.04% | 201 |
|
|
2017
Q3 | $697K | Sell |
8,321
-393
| -5% | -$31.2K | 0.03% | 176 |
|
|
2017
Q2 | $679K | Buy |
8,714
+3,190
| +58% | +$241K | 0.03% | 160 |
|
|
2017
Q1 | $408K | Buy |
5,524
+1,159
| +27% | +$82.8K | 0.02% | 215 |
|
|
2016
Q4 | $295K | Buy |
+4,365
| New | +$293K | 0.02% | 232 |
|
Other funds holding MRSH
