Absher Wealth Management’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Sell |
13,410
-3,649
| -21% | -$246K | 0.11% | 43 |
|
|
2025
Q1 | $954K | Sell |
17,059
-11,156
| -40% | -$624K | 0.13% | 41 |
|
|
2024
Q4 | $1.88M | Sell |
28,215
-11,299
| -29% | -$751K | 0.25% | 35 |
|
|
2024
Q3 | $2.49M | Sell |
39,514
-386,724
| -91% | -$24.4M | 0.32% | 30 |
|
|
2024
Q2 | $22.7M | Sell |
426,238
-273,468
| -39% | -$14.5M | 3.18% | 19 |
|
|
2024
Q1 | $36.1M | Sell |
699,706
-11,139
| -2% | -$575K | 5.01% | 3 |
|
|
2023
Q4 | $26.5M | Sell |
710,845
-9,380
| -1% | -$350K | 3.99% | 6 |
|
|
2023
Q3 | $20.2M | Buy |
720,225
+32,876
| +5% | +$922K | 3.36% | 16 |
|
|
2023
Q2 | $20.8M | Buy |
687,349
+12,046
| +2% | +$365K | 3.44% | 15 |
|
|
2023
Q1 | $21.4M | Buy |
675,303
+46,644
| +7% | +$1.48M | 3.71% | 13 |
|
|
2022
Q4 | $21.5M | Sell |
628,659
-169,160
| -21% | -$5.79M | 3.94% | 12 |
|
|
2022
Q3 | $22.7M | Buy |
797,819
+246,355
| +45% | +$7M | 4.76% | 3 |
|
|
2022
Q2 | $24.4M | Buy |
551,464
+41,357
| +8% | +$1.83M | 4.75% | 3 |
|
|
2022
Q1 | $28.1M | Buy |
510,107
+13,169
| +3% | +$724K | 4.79% | 4 |
|
|
2021
Q4 | $26.4M | Buy |
496,938
+25,029
| +5% | +$1.33M | 4.42% | 6 |
|
|
2021
Q3 | $26.3M | Buy |
471,909
+20,607
| +5% | +$1.15M | 4.86% | 3 |
|
|
2021
Q2 | $29.3M | Buy |
451,302
+6,031
| +1% | +$392K | 5.2% | 1 |
|
|
2021
Q1 | $27.1M | Sell |
445,271
-81,689
| -16% | -$4.97M | 5.12% | 1 |
|
|
2020
Q4 | $27.5M | Buy |
526,960
+20,210
| +4% | +$1.06M | 5.76% | 1 |
|
|
2020
Q3 | $21M | Sell |
506,750
-3,502
| -0.7% | -$145K | 5.04% | 2 |
|
|
2020
Q2 | $20.8M | Buy |
510,252
+104,698
| +26% | +$4.27M | 5.31% | 2 |
|
|
2020
Q1 | $16.5M | Buy |
405,554
+47,492
| +13% | +$1.93M | 5.12% | 3 |
|
|
2019
Q4 | $17.5M | Buy |
+358,062
| New | +$17.5M | 4.44% | 4 |
|