Absher Wealth Management’s Mercury Insurance MCY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Buy	13,150 +2	+0%	+$179	0.14%	43
2025 Q4	$1.24M	Buy	13,148 +79	+0.6%	+$6.85K	0.15%	42
2025 Q3	$1.11M	Sell	13,069 -341	-3%	-$25.2K	0.13%	45
2025 Q2	$903K	Sell	13,410 -3,649	-21%	-$217K	0.11%	43
2025 Q1	$954K	Sell	17,059 -11,156	-40%	-$602K	0.13%	41
2024 Q4	$1.88M	Sell	28,215 -11,299	-29%	-$795K	0.25%	35
2024 Q3	$2.49M	Sell	39,514 -386,724	-91%	-$23M	0.32%	30
2024 Q2	$22.7M	Sell	426,238 -273,468	-39%	-$14.8M	3.18%	19
2024 Q1	$36.1M	Sell	699,706 -11,139	-2%	-$491K	5.01%	3
2023 Q4	$26.5M	Sell	710,845 -9,380	-1%	-$325K	3.99%	6
2023 Q3	$20.2M	Buy	720,225 +32,876	+5%	+$970K	3.36%	16
2023 Q2	$20.8M	Buy	687,349 +12,046	+2%	+$367K	3.44%	15
2023 Q1	$21.4M	Buy	675,303 +46,644	+7%	+$1.59M	3.71%	13
2022 Q4	$21.5M	Sell	628,659 -169,160	-21%	-$5.63M	3.94%	12
2022 Q3	$22.7M	Buy	797,819 +246,355	+45%	+$8.93M	4.76%	3
2022 Q2	$24.4M	Buy	551,464 +41,357	+8%	+$2.04M	4.75%	3
2022 Q1	$28.1M	Buy	510,107 +13,169	+3%	+$710K	4.79%	4
2021 Q4	$26.4M	Buy	496,938 +25,029	+5%	+$1.34M	4.42%	6
2021 Q3	$26.3M	Buy	471,909 +20,607	+5%	+$1.23M	4.86%	3
2021 Q2	$29.3M	Buy	451,302 +6,031	+1%	+$382K	5.2%	1
2021 Q1	$27.1M	Sell	445,271 -81,689	-16%	-$4.67M	5.12%	1
2020 Q4	$27.5M	Buy	526,960 +20,210	+4%	+$904K	5.76%	1
2020 Q3	$21M	Sell	506,750 -3,502	-0.7%	-$150K	5.04%	2
2020 Q2	$20.8M	Buy	510,252 +104,698	+26%	+$4.2M	5.31%	2
2020 Q1	$16.5M	Buy	405,554 +47,492	+13%	+$2.17M	5.12%	3
2019 Q4	$17.5M	Buy	+358,062	New	+$18M	4.44%	4