Occidental Asset Management’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 | $4.48M | Buy |
25,805
+2,627
| +11% | +$472K | 0.53% | 56 |
|
|
2025
Q4 | $4.3M | Buy |
23,178
+1,572
| +7% | +$294K | 0.52% | 62 |
|
|
2025
Q3 | $4.35M | Buy |
21,606
+831
| +4% | +$171K | 0.55% | 57 |
|
|
2025
Q2 | $4.54M | Buy |
20,775
+303
| +1% | +$68.4K | 0.63% | 47 |
|
|
2025
Q1 | $5M | Buy |
20,472
+1,113
| +6% | +$253K | 0.75% | 32 |
|
|
2024
Q4 | $4.11M | Buy |
19,359
+1,555
| +9% | +$345K | 0.64% | 42 |
|
|
2024
Q3 | $3.97M | Buy |
17,804
+602
| +3% | +$134K | 0.64% | 43 |
|
|
2024
Q2 | $3.62M | Buy |
17,202
+911
| +6% | +$187K | 0.64% | 39 |
|
|
2024
Q1 | $3.36M | Buy |
16,291
+980
| +6% | +$195K | 0.63% | 43 |
|
|
2023
Q4 | $2.9M | Sell |
15,311
-212
| -1% | -$41K | 0.6% | 42 |
|
|
2023
Q3 | $2.95M | Buy |
15,523
+161
| +1% | +$30.9K | 0.68% | 34 |
|
|
2023
Q2 | $2.89M | Buy |
15,362
+261
| +2% | +$46.3K | 0.65% | 31 |
|
|
2023
Q1 | $2.52M | Buy |
15,101
+430
| +3% | +$71.6K | 0.63% | 39 |
|
|
2022
Q4 | $2.43M | Buy |
14,671
+132
| +0.9% | +$21.6K | 0.66% | 38 |
|
|
2022
Q3 | $2.17M | Buy |
14,539
+421
| +3% | +$67.5K | 0.65% | 40 |
|
|
2022
Q2 | $2.19M | Buy |
14,118
+227
| +2% | +$36.4K | 0.65% | 38 |
|
|
2022
Q1 | $2.37M | Buy |
13,891
+823
| +6% | +$130K | 0.61% | 40 |
|
|
2021
Q4 | $2.27M | Buy |
13,068
+517
| +4% | +$85.9K | 0.54% | 49 |
|
|
2021
Q3 | $1.9M | Buy |
12,551
+596
| +5% | +$90.1K | 0.49% | 53 |
|
|
2021
Q2 | $1.68M | Buy |
11,955
+603
| +5% | +$80.8K | 0.45% | 61 |
|
|
2021
Q1 | $1.38M | Buy |
11,352
+4,873
| +75% | +$561K | 0.41% | 71 |
|
|
2020
Q4 | $758K | Buy |
6,479
+952
| +17% | +$108K | 0.25% | 104 |
|
|
2020
Q3 | $634K | Buy |
5,527
+898
| +19% | +$103K | 0.26% | 88 |
|
|
2020
Q2 | $497K | Buy |
4,629
+59
| +1% | +$5.97K | 0.22% | 96 |
|
|
2020
Q1 | $395K | Buy |
+4,570
| New | +$487K | 0.2% | 104 |
|
|
2019
Q3 | – | Sell |
-8,051
| Closed | -$803K | – | 152 |
|
|
2019
Q2 | $803K | Buy |
8,051
+1,004
| +14% | +$96.1K | 0.36% | 57 |
|
|
2019
Q1 | $662K | Buy |
7,047
+1,343
| +24% | +$119K | 0.32% | 62 |
|
|
2018
Q4 | $455K | Buy |
5,704
+541
| +10% | +$45.1K | 0.26% | 76 |
|
|
2018
Q3 | $427K | Buy |
5,163
+377
| +8% | +$31.9K | 0.21% | 95 |
|
|
2018
Q2 | $392K | Buy |
4,786
+232
| +5% | +$18.9K | 0.21% | 95 |
|
|
2018
Q1 | $376K | Hold |
4,554
| – | – | 0.2% | 95 |
|
|
2017
Q4 | $371K | Buy |
+4,554
| New | +$379K | 0.19% | 98 |
|
Other funds holding MRSH
VCM
VPM
