REDW Wealth’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,537
| Closed | -$566K | – | 147 |
|
|
2024
Q3 | $566K | Hold |
2,537
| – | – | 0.15% | 80 |
|
|
2024
Q2 | $535K | Sell |
2,537
-100
| -4% | -$20.5K | 0.14% | 78 |
|
|
2024
Q1 | $543K | Hold |
2,637
| – | – | 0.15% | 80 |
|
|
2023
Q4 | $500K | Buy |
2,637
+37
| +1% | +$7.15K | 0.14% | 78 |
|
|
2023
Q3 | $495K | Hold |
2,600
| – | – | 0.15% | 78 |
|
|
2023
Q2 | $489K | Hold |
2,600
| – | – | 0.15% | 83 |
|
|
2023
Q1 | $433K | Sell |
2,600
-590
| -18% | -$98.3K | 0.14% | 86 |
|
|
2022
Q4 | $528K | Hold |
3,190
| – | – | 0.18% | 65 |
|
|
2022
Q3 | $476K | Hold |
3,190
| – | – | 0.18% | 70 |
|
|
2022
Q2 | $495K | Hold |
3,190
| – | – | 0.18% | 65 |
|
|
2022
Q1 | $544K | Hold |
3,190
| – | – | 0.16% | 59 |
|
|
2021
Q4 | $554K | Hold |
3,190
| – | – | 0.16% | 59 |
|
|
2021
Q3 | $483K | Hold |
3,190
| – | – | 0.15% | 65 |
|
|
2021
Q2 | $449K | Hold |
3,190
| – | – | 0.14% | 68 |
|
|
2021
Q1 | $389K | Hold |
3,190
| – | – | 0.13% | 72 |
|
|
2020
Q4 | $373K | Hold |
3,190
| – | – | 0.14% | 61 |
|
|
2020
Q3 | $366K | Hold |
3,190
| – | – | 0.15% | 57 |
|
|
2020
Q2 | $343K | Hold |
3,190
| – | – | 0.17% | 54 |
|
|
2020
Q1 | $276K | Hold |
3,190
| – | – | 0.17% | 53 |
|
|
2019
Q4 | $355K | Hold |
3,190
| – | – | 0.2% | 55 |
|
|
2019
Q3 | $319K | Hold |
3,190
| – | – | 0.19% | 56 |
|
|
2019
Q2 | $318K | Hold |
3,190
| – | – | 0.19% | 56 |
|
|
2019
Q1 | $300K | Hold |
3,190
| – | – | 0.18% | 56 |
|
|
2018
Q4 | $254K | Hold |
3,190
| – | – | 0.17% | 58 |
|
|
2018
Q3 | $264K | Hold |
3,190
| – | – | 0.18% | 65 |
|
|
2018
Q2 | $261K | Hold |
3,190
| – | – | 0.19% | 62 |
|
|
2018
Q1 | $263K | Hold |
3,190
| – | – | 0.2% | 61 |
|
|
2017
Q4 | $260K | Hold |
3,190
| – | – | 0.2% | 60 |
|
|
2017
Q3 | $267K | Hold |
3,190
| – | – | 0.22% | 59 |
|
|
2017
Q2 | $249K | Hold |
3,190
| – | – | 0.24% | 60 |
|
|
2017
Q1 | $236K | Hold |
3,190
| – | – | 0.24% | 63 |
|
|
2016
Q4 | $216K | Buy |
+3,190
| New | +$214K | 0.24% | 66 |
|
Other funds holding MRSH
REDW Wealth's MRSH Position: Q4 2024 in Review
REDW Wealth sold out of Marsh (MRSH) in Q4 2024, closing a stake of 2,537 shares — an estimated $566K sold.
REDW Wealth first reported a position in MRSH in Q4 2016 and held it in 32 quarters. The position peaked at $566K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.
- REDW Wealth reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
- REDW Wealth sold 2,537 Marsh shares in Q4 2024, an estimated $566K.
- REDW Wealth first reported a position in Marsh in Q4 2016 and held it in 32 quarters.
- REDW Wealth's Marsh position peaked at $566K in Q3 2024.
- 1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.
Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.