CMF
Counterpoint Mutual Funds’s Mercury Insurance MCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
+39,999
| New | +$2.69M | 0.24% | 9 |
|
|
2024
Q4 | – | Sell |
-4,016
| Closed | -$253K | – | 357 |
|
|
2024
Q3 | $253K | Sell |
4,016
-13,024
| -76% | -$820K | 0.05% | 215 |
|
|
2024
Q2 | $906K | Buy |
17,040
+6,703
| +65% | +$356K | 0.21% | 24 |
|
|
2024
Q1 | $533K | Buy |
+10,337
| New | +$533K | 0.13% | 40 |
|
|
2023
Q4 | – | Sell |
-3,084
| Closed | -$86.4K | – | 213 |
|
|
2023
Q3 | $86.4K | Buy |
+3,084
| New | +$86.4K | 0.07% | 259 |
|
|
2023
Q2 | – | Sell |
-3,531
| Closed | -$112K | – | 411 |
|
|
2023
Q1 | $112K | Sell |
3,531
-969
| -22% | -$30.8K | 0.1% | 123 |
|
|
2022
Q4 | $154K | Buy |
+4,500
| New | +$154K | 0.16% | 60 |
|
|
2021
Q3 | – | Sell |
-209
| Closed | -$14K | – | 207 |
|
|
2021
Q2 | $14K | Buy |
+209
| New | +$14K | 0.01% | 15 |
|