Commonwealth Equity Services’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,739
| Closed | -$352K | – | 4391 |
|
|
2025
Q4 | $352K | Sell |
3,739
-2,843
| -43% | -$247K | ﹤0.01% | 3514 |
|
|
2025
Q3 | $558K | Buy |
6,582
+1,844
| +39% | +$136K | ﹤0.01% | 3085 |
|
|
2025
Q2 | $319K | Sell |
4,738
-88
| -2% | -$5.24K | ﹤0.01% | 3528 |
|
|
2025
Q1 | $270K | Sell |
4,826
-3,664
| -43% | -$198K | ﹤0.01% | 3591 |
|
|
2024
Q4 | $564K | Sell |
8,490
-280
| -3% | -$19.7K | ﹤0.01% | 2868 |
|
|
2024
Q3 | $552K | Sell |
8,770
-5,007
| -36% | -$298K | ﹤0.01% | 2816 |
|
|
2024
Q2 | $732K | Buy |
13,777
+40
| +0.3% | +$2.17K | ﹤0.01% | 2515 |
|
|
2024
Q1 | $709K | Buy |
13,737
+1,832
| +15% | +$80.8K | ﹤0.01% | 2514 |
|
|
2023
Q4 | $444K | Sell |
11,905
-4,051
| -25% | -$140K | ﹤0.01% | 2822 |
|
|
2023
Q3 | $447K | Buy |
15,956
+190
| +1% | +$5.6K | ﹤0.01% | 2691 |
|
|
2023
Q2 | $477K | Buy |
15,766
+442
| +3% | +$13.5K | ﹤0.01% | 2662 |
|
|
2023
Q1 | $486 | Sell |
15,324
-2,895
| -16% | -$98.7K | ﹤0.01% | 2580 |
|
|
2022
Q4 | $623K | Buy |
18,219
+905
| +5% | +$30.1K | ﹤0.01% | 2301 |
|
|
2022
Q3 | $492K | Buy |
17,314
+294
| +2% | +$10.7K | ﹤0.01% | 2425 |
|
|
2022
Q2 | $754K | Sell |
17,020
-238
| -1% | -$11.8K | ﹤0.01% | 2110 |
|
|
2022
Q1 | $949K | Buy |
17,258
+554
| +3% | +$29.9K | ﹤0.01% | 2043 |
|
|
2021
Q4 | $886K | Buy |
16,704
+1,497
| +10% | +$80.4K | ﹤0.01% | 2081 |
|
|
2021
Q3 | $846K | Sell |
15,207
-5,426
| -26% | -$324K | ﹤0.01% | 2053 |
|
|
2021
Q2 | $1.34M | Buy |
20,633
+1,562
| +8% | +$99K | ﹤0.01% | 1699 |
|
|
2021
Q1 | $1.16M | Buy |
19,071
+13,155
| +222% | +$753K | ﹤0.01% | 1694 |
|
|
2020
Q4 | $308K | Buy |
+5,916
| New | +$265K | ﹤0.01% | 2551 |
|
|
2018
Q2 | – | Sell |
-4,479
| Closed | -$205K | – | 2794 |
|
|
2018
Q1 | $205K | Buy |
+4,479
| New | +$213K | ﹤0.01% | 2386 |
|
|
2017
Q2 | – | Sell |
-9,429
| Closed | -$575K | – | 2542 |
|
|
2017
Q1 | $575K | Buy |
9,429
+2,376
| +34% | +$142K | ﹤0.01% | 1417 |
|
|
2016
Q4 | $425K | Buy |
+7,053
| New | +$401K | ﹤0.01% | 1505 |
|
|
2015
Q2 | – | Sell |
-3,932
| Closed | -$227K | – | 2227 |
|
|
2015
Q1 | $227K | Buy |
+3,932
| New | +$221K | ﹤0.01% | 1820 |
|
Other funds holding MCY
RCMNY
VPM
VCM
DCM