Asset Dedication LLC’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 | $21.5K | Hold |
320
| – | – | ﹤0.01% | 679 |
|
|
2025
Q1 | $17.9K | Hold |
320
| – | – | ﹤0.01% | 670 |
|
|
2024
Q4 | $21.3K | Hold |
320
| – | – | ﹤0.01% | 638 |
|
|
2024
Q3 | $20.2K | Hold |
320
| – | – | ﹤0.01% | 689 |
|
|
2024
Q2 | $17K | Hold |
320
| – | – | ﹤0.01% | 714 |
|
|
2024
Q1 | $17K | Hold |
320
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $12K | Hold |
320
| – | – | ﹤0.01% | 654 |
|
|
2023
Q3 | $9K | Hold |
320
| – | – | ﹤0.01% | 695 |
|
|
2023
Q2 | $10K | Hold |
320
| – | – | ﹤0.01% | 674 |
|
|
2023
Q1 | $10K | Hold |
320
| – | – | ﹤0.01% | 664 |
|
|
2022
Q4 | $11K | Hold |
320
| – | – | ﹤0.01% | 648 |
|
|
2022
Q3 | $9K | Buy |
+320
| New | +$9K | ﹤0.01% | 644 |
|
|
2022
Q2 | – | Sell |
-320
| Closed | -$18K | – | 786 |
|
|
2022
Q1 | $18K | Buy |
+320
| New | +$18K | ﹤0.01% | 572 |
|