Oak Ridge Investments’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-32,841
| Closed | -$6.62M | – | 193 |
|
|
2025
Q3 | $6.62M | Sell |
32,841
-16
| -0% | -$3.29K | 0.43% | 45 |
|
|
2025
Q2 | $7.18M | Buy |
32,857
+407
| +1% | +$91.9K | 0.52% | 41 |
|
|
2025
Q1 | $7.92M | Buy |
32,450
+1,801
| +6% | +$409K | 0.66% | 31 |
|
|
2024
Q4 | $6.51M | Buy |
30,649
+1,701
| +6% | +$377K | 0.51% | 39 |
|
|
2024
Q3 | $6.46M | Buy |
28,948
+2,033
| +8% | +$451K | 0.56% | 38 |
|
|
2024
Q2 | $5.67M | Buy |
26,915
+1,433
| +6% | +$294K | 0.54% | 38 |
|
|
2024
Q1 | $5.25M | Buy |
25,482
+887
| +4% | +$177K | 0.53% | 51 |
|
|
2023
Q4 | $4.66M | Buy |
24,595
+642
| +3% | +$124K | 0.54% | 54 |
|
|
2023
Q3 | $4.56M | Buy |
23,953
+650
| +3% | +$125K | 0.58% | 56 |
|
|
2023
Q2 | $4.38M | Sell |
23,303
-238
| -1% | -$42.2K | 0.54% | 61 |
|
|
2023
Q1 | $3.92M | Sell |
23,541
-200
| -0.8% | -$33.3K | 0.53% | 66 |
|
|
2022
Q4 | $3.93M | Buy |
23,741
+892
| +4% | +$146K | 0.59% | 59 |
|
|
2022
Q3 | $3.41M | Sell |
22,849
-498
| -2% | -$79.9K | 0.52% | 66 |
|
|
2022
Q2 | $3.63M | Sell |
23,347
-721
| -3% | -$116K | 0.53% | 61 |
|
|
2022
Q1 | $4.1M | Sell |
24,068
-401
| -2% | -$63.2K | 0.46% | 68 |
|
|
2021
Q4 | $4.25M | Sell |
24,469
-368
| -1% | -$61.1K | 0.36% | 86 |
|
|
2021
Q3 | $3.76M | Sell |
24,837
-617
| -2% | -$93.3K | 0.33% | 96 |
|
|
2021
Q2 | $3.58M | Sell |
25,454
-505
| -2% | -$67.7K | 0.31% | 103 |
|
|
2021
Q1 | $3.16M | Buy |
25,959
+119
| +0.5% | +$13.7K | 0.29% | 105 |
|
|
2020
Q4 | $3.02M | Sell |
25,840
-11,697
| -31% | -$1.33M | 0.27% | 111 |
|
|
2020
Q3 | $4.3M | Buy |
37,537
+372
| +1% | +$42.6K | 0.34% | 100 |
|
|
2020
Q2 | $3.99M | Sell |
37,165
-790
| -2% | -$80K | 0.33% | 97 |
|
|
2020
Q1 | $3.28M | Sell |
37,955
-3,825
| -9% | -$408K | 0.34% | 97 |
|
|
2019
Q4 | $4.66M | Buy |
+41,780
| New | +$4.36M | 0.34% | 97 |
|
Other funds holding MRSH
