Carson Wealth (CWM LLC)’s Mercury Insurance MCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
14,003
+3,573
| +34% | +$241K | ﹤0.01% | 1265 |
|
|
2025
Q1 | $583K | Buy |
10,430
+6,372
| +157% | +$356K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $270K | Buy |
4,058
+2,843
| +234% | +$189K | ﹤0.01% | 1656 |
|
|
2024
Q3 | $77K | Buy |
1,215
+652
| +116% | +$41.3K | ﹤0.01% | 2360 |
|
|
2024
Q2 | $30K | Buy |
563
+510
| +962% | +$27.2K | ﹤0.01% | 2834 |
|
|
2024
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 3856 |
|
|
2023
Q4 | $2K | Sell |
53
-146
| -73% | -$5.51K | ﹤0.01% | 3814 |
|
|
2023
Q3 | $6K | Sell |
199
-56
| -22% | -$1.69K | ﹤0.01% | 3378 |
|
|
2023
Q2 | $8K | Buy |
255
+70
| +38% | +$2.2K | ﹤0.01% | 3210 |
|
|
2023
Q1 | $6K | Buy |
185
+40
| +28% | +$1.3K | ﹤0.01% | 3212 |
|
|
2022
Q4 | $5K | Sell |
145
-99
| -41% | -$3.41K | ﹤0.01% | 3192 |
|
|
2022
Q3 | $7K | Buy |
244
+235
| +2,611% | +$6.74K | ﹤0.01% | 2901 |
|
|
2022
Q2 | $0 | Sell |
9
-21
| -70% | – | ﹤0.01% | 3959 |
|
|
2022
Q1 | $2K | Buy |
30
+9
| +43% | +$600 | ﹤0.01% | 3184 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 3315 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$1K | – | 1927 |
|
|
2018
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1548 |
|