Clifford Swan Investment Counsel’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $270K | Sell |
|
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|
2018
Q4 | $380K | Sell |
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|
2018
Q3 | $374K | Sell |
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|
2018
Q2 | $548K | Sell |
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|
2018
Q1 | $619K | Sell |
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|
2017
Q4 | $751K | Sell |
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|
2017
Q3 | $846K | Hold |
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|
2017
Q2 | $806K | Hold |
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|
2017
Q1 | $911K | Sell |
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|
2016
Q4 | $914K | Buy |
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|
2016
Q3 | $812K | Buy |
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|
2016
Q2 | $695K | Sell |
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|
2016
Q1 | $2.81M | Sell |
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|
2015
Q4 | $3.6M | Sell |
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|
2015
Q3 | $4.94M | Buy |
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|
2015
Q2 | $3.7M | Buy |
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|
2015
Q1 | $3.21M | Buy |
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|
2014
Q4 | $2.59M | Sell |
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|
2014
Q3 | $2.38M | Sell |
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|
2014
Q2 | $2.33M | Buy |
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|
2014
Q1 | $1.9M | Buy |
|