Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.7M Buy
84,645
+3,271
+4% +$588K 0.06% 172
2025
Q4
$15.1M Buy
81,374
+182
+0.2% +$34K 0.07% 153
2025
Q3
$16.4M Hold
81,192
0.07% 148
2025
Q2
$17.8M Buy
81,192
+1,347
+2% +$304K 0.11% 124
2025
Q1
$19.5M Sell
79,845
-15,300
-16% -$3.47M 0.14% 105
2024
Q4
$20.2M Sell
95,145
-2,616
-3% -$580K 0.14% 118
2024
Q3
$21.8M Buy
97,761
+21
+0% +$4.66K 0.16% 111
2024
Q2
$20.6M Buy
97,740
+2,081
+2% +$427K 0.16% 103
2024
Q1
$19.7M Buy
95,659
+1,349
+1% +$269K 0.16% 113
2023
Q4
$17.9M Sell
94,310
-8,843
-9% -$1.71M 0.16% 111
2023
Q3
$19.6M Buy
103,153
+2,634
+3% +$505K 0.21% 95
2023
Q2
$18.9M Buy
100,519
+1,138
+1% +$202K 0.22% 97
2023
Q1
$16.5M Hold
99,381
0.23% 94
2022
Q4
$16.5M Buy
99,381
+20,600
+26% +$3.37M 0.23% 100
2022
Q3
$11.8M Sell
78,781
-37,352
-32% -$5.99M 0.17% 128
2022
Q2
$18M Sell
116,133
-8,011
-6% -$1.28M 0.18% 121
2022
Q1
$21.2M Buy
124,144
+3,211
+3% +$506K 0.17% 122
2021
Q4
$21M Hold
120,933
0.16% 123
2021
Q3
$18.3M Sell
120,933
-443,419
-79% -$67.1M 0.15% 134
2021
Q2
$79.4M Buy
564,352
+1,900
+0.3% +$255K 0.63% 40
2021
Q1
$68.5M Hold
562,452
0.59% 45
2020
Q4
$65.8M Hold
562,452
0.6% 46
2020
Q3
$64.5M Hold
562,452
0.62% 43
2020
Q2
$60.4M Sell
562,452
-147,834
-21% -$15M 0.63% 46
2020
Q1
$61.4M Sell
710,286
-105,908
-13% -$11.3M 0.83% 40
2019
Q4
$90.9M Sell
816,194
-119,923
-13% -$12.5M 0.89% 41
2019
Q3
$93.6M Hold
936,117
0.97% 36
2019
Q2
$93.3M Sell
936,117
-1,242,342
-57% -$119M 0.96% 36
2019
Q1
$205M Buy
2,178,459
+12,432
+0.6% +$1.1M 2.3% 13
2018
Q4
$173M Sell
2,166,027
-349,100
-14% -$29.1M 2.13% 17
2018
Q3
$208M Hold
2,515,127
2.09% 16
2018
Q2
$206M Buy
2,515,127
+349,100
+16% +$28.5M 2.25% 14
2018
Q1
$177M Buy
2,166,027
+93,480
+5% +$7.74M 1.96% 19
2017
Q4
$169M Buy
2,072,547
+81,000
+4% +$6.73M 1.97% 18
2017
Q3
$167M Hold
1,991,547
1.29% 14
2017
Q2
$155M Buy
1,991,547
+1,594,047
+401% +$120M 1.45% 14
2017
Q1
$29.4M Hold
397,500
0.41% 67
2016
Q4
$26.9M Sell
397,500
-42,500
-10% -$2.85M 0.41% 62
2016
Q3
$29.6M Hold
440,000
0.45% 62
2016
Q2
$30.1M Buy
+440,000
New +$28.2M 0.52% 55

Other funds holding MRSH