Texas Capital Bank Wealth Management Services’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 | $985K | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $689K | Sell |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $802K | Sell |
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|
2024
Q1 | $822K | Sell |
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|
2023
Q4 | $904K | Buy |
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|
2023
Q3 | $873K | Buy |
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|
2023
Q2 | $814K | Sell |
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|
2023
Q1 | $952K | Buy |
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|
2022
Q4 | $899K | Buy |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $404K | Sell |
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|
2021
Q2 | $405K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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