Carson Wealth (CWM LLC)’s Mercury Systems MRCY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
7,355
+87
+1% +$4.68K ﹤0.01% 1699
2025
Q1
$313K Buy
7,268
+189
+3% +$8.14K ﹤0.01% 1644
2024
Q4
$297K Sell
7,079
-2,699
-28% -$113K ﹤0.01% 1595
2024
Q3
$362K Sell
9,778
-1,715
-15% -$63.5K ﹤0.01% 1455
2024
Q2
$310K Buy
11,493
+6,232
+118% +$168K ﹤0.01% 1373
2024
Q1
$155K Sell
5,261
-184
-3% -$5.42K ﹤0.01% 1639
2023
Q4
$199K Sell
5,445
-240
-4% -$8.77K ﹤0.01% 1426
2023
Q3
$211K Buy
5,685
+2,249
+65% +$83.5K ﹤0.01% 1291
2023
Q2
$119K Sell
3,436
-83,044
-96% -$2.88M ﹤0.01% 1478
2023
Q1
$4.42M Sell
86,480
-2,855
-3% -$146K 0.03% 341
2022
Q4
$4M Sell
89,335
-17,257
-16% -$772K 0.03% 341
2022
Q3
$4.33M Buy
106,592
+106,543
+217,435% +$4.33M 0.03% 305
2022
Q2
$3K Buy
49
+7
+17% +$429 ﹤0.01% 3206
2022
Q1
$3K Buy
42
+6
+17% +$429 ﹤0.01% 3036
2021
Q4
$2K Buy
+36
New +$2K ﹤0.01% 3134