Charles Schwab’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 | $26.2M | Sell |
389,633
-18,224
| -4% | -$1.23M | ﹤0.01% | 1518 |
|
|
2025
Q1 | $22.8M | Sell |
407,857
-21,888
| -5% | -$1.22M | ﹤0.01% | 1570 |
|
|
2024
Q4 | $28.6M | Sell |
429,745
-26,082
| -6% | -$1.73M | 0.01% | 1489 |
|
|
2024
Q3 | $28.7M | Sell |
455,827
-24,450
| -5% | -$1.54M | 0.01% | 1491 |
|
|
2024
Q2 | $25.5M | Sell |
480,277
-14,069
| -3% | -$748K | ﹤0.01% | 1512 |
|
|
2024
Q1 | $25.5M | Sell |
494,346
-10,398
| -2% | -$537K | 0.01% | 1468 |
|
|
2023
Q4 | $18.8M | Buy |
504,744
+14,688
| +3% | +$548K | ﹤0.01% | 1632 |
|
|
2023
Q3 | $13.7M | Buy |
490,056
+20,562
| +4% | +$576K | ﹤0.01% | 1734 |
|
|
2023
Q2 | $14.2M | Buy |
469,494
+29,620
| +7% | +$897K | ﹤0.01% | 1720 |
|
|
2023
Q1 | $14M | Sell |
439,874
-387,501
| -47% | -$12.3M | ﹤0.01% | 1711 |
|
|
2022
Q4 | $28.3M | Buy |
827,375
+78,869
| +11% | +$2.7M | 0.01% | 1183 |
|
|
2022
Q3 | $21.3M | Buy |
748,506
+77,244
| +12% | +$2.2M | 0.01% | 1326 |
|
|
2022
Q2 | $29.7M | Buy |
671,262
+112,399
| +20% | +$4.98M | 0.01% | 1104 |
|
|
2022
Q1 | $30.7M | Buy |
558,863
+47,157
| +9% | +$2.59M | 0.01% | 1207 |
|
|
2021
Q4 | $27.2M | Buy |
511,706
+11,095
| +2% | +$589K | 0.01% | 1338 |
|
|
2021
Q3 | $27.9M | Buy |
500,611
+29,302
| +6% | +$1.63M | 0.01% | 1295 |
|
|
2021
Q2 | $30.6M | Buy |
471,309
+35,826
| +8% | +$2.33M | 0.01% | 1229 |
|
|
2021
Q1 | $26.5M | Sell |
435,483
-48,957
| -10% | -$2.98M | 0.01% | 1293 |
|
|
2020
Q4 | $25.3M | Buy |
484,440
+48,351
| +11% | +$2.52M | 0.01% | 1225 |
|
|
2020
Q3 | $18M | Buy |
436,089
+23,098
| +6% | +$956K | 0.01% | 1274 |
|
|
2020
Q2 | $16.8M | Buy |
412,991
+68,732
| +20% | +$2.8M | 0.01% | 1300 |
|
|
2020
Q1 | $14M | Buy |
344,259
+27,408
| +9% | +$1.12M | 0.01% | 1239 |
|
|
2019
Q4 | $15.4M | Buy |
316,851
+14,648
| +5% | +$714K | 0.01% | 1389 |
|
|
2019
Q3 | $16.9M | Buy |
302,203
+9,213
| +3% | +$515K | 0.01% | 1255 |
|
|
2019
Q2 | $18.3M | Sell |
292,990
-5,206
| -2% | -$325K | 0.01% | 1191 |
|
|
2019
Q1 | $14.9M | Buy |
298,196
+14,091
| +5% | +$706K | 0.01% | 1308 |
|
|
2018
Q4 | $14.7M | Sell |
284,105
-30,204
| -10% | -$1.56M | 0.01% | 1186 |
|
|
2018
Q3 | $15.8M | Sell |
314,309
-11,760
| -4% | -$590K | 0.01% | 1321 |
|
|
2018
Q2 | $14.9M | Buy |
326,069
+24,070
| +8% | +$1.1M | 0.01% | 1300 |
|
|
2018
Q1 | $13.9M | Buy |
301,999
+41,024
| +16% | +$1.88M | 0.01% | 1258 |
|
|
2017
Q4 | $13.9M | Buy |
260,975
+7,811
| +3% | +$417K | 0.01% | 1253 |
|
|
2017
Q3 | $14.4M | Buy |
253,164
+19,260
| +8% | +$1.09M | 0.01% | 1160 |
|
|
2017
Q2 | $12.6M | Buy |
233,904
+15,249
| +7% | +$823K | 0.01% | 1188 |
|
|
2017
Q1 | $13.3M | Buy |
218,655
+19,251
| +10% | +$1.17M | 0.01% | 1104 |
|
|
2016
Q4 | $12M | Buy |
199,404
+10,800
| +6% | +$650K | 0.01% | 1120 |
|
|
2016
Q3 | $10.3M | Buy |
188,604
+15,638
| +9% | +$858K | 0.01% | 1149 |
|
|
2016
Q2 | $9.2M | Buy |
172,966
+11,356
| +7% | +$604K | 0.01% | 1131 |
|
|
2016
Q1 | $8.97M | Buy |
161,610
+14,180
| +10% | +$787K | 0.01% | 1113 |
|
|
2015
Q4 | $6.87M | Buy |
147,430
+6,062
| +4% | +$282K | 0.01% | 1307 |
|
|
2015
Q3 | $7.14M | Buy |
141,368
+9,532
| +7% | +$481K | 0.01% | 1210 |
|
|
2015
Q2 | $7.34M | Buy |
131,836
+7,477
| +6% | +$416K | 0.01% | 1273 |
|
|
2015
Q1 | $7.18M | Buy |
124,359
+24,765
| +25% | +$1.43M | 0.01% | 1241 |
|
|
2014
Q4 | $5.64M | Buy |
99,594
+4,616
| +5% | +$262K | 0.01% | 1354 |
|
|
2014
Q3 | $4.64M | Buy |
94,978
+2,985
| +3% | +$146K | 0.01% | 1423 |
|
|
2014
Q2 | $4.33M | Buy |
91,993
+5,809
| +7% | +$273K | 0.01% | 1520 |
|
|
2014
Q1 | $3.89M | Buy |
86,184
+7,407
| +9% | +$334K | 0.01% | 1532 |
|
|
2013
Q4 | $3.92M | Buy |
78,777
+7,900
| +11% | +$393K | 0.01% | 1458 |
|
|
2013
Q3 | $3.42M | Sell |
70,877
-4,368
| -6% | -$211K | 0.01% | 1477 |
|
|
2013
Q2 | $3.35M | Buy |
+75,245
| New | +$3.35M | 0.01% | 1380 |
|