Creative Planning’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-42
| Closed | -$2.79K | – | 3594 |
|
|
2024
Q4 | $2.79K | Buy |
+42
| New | +$2.79K | ﹤0.01% | 3423 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$22K | – | 2875 |
|
|
2017
Q2 | $22K | Hold |
400
| – | – | ﹤0.01% | 3087 |
|
|
2017
Q1 | $24K | Sell |
400
-1,000
| -71% | -$60K | ﹤0.01% | 2976 |
|
|
2016
Q4 | $84K | Buy |
1,400
+950
| +211% | +$57K | ﹤0.01% | 1971 |
|
|
2016
Q3 | $25K | Sell |
450
-250
| -36% | -$13.9K | ﹤0.01% | 2871 |
|
|
2016
Q2 | $37K | Buy |
700
+184
| +36% | +$9.73K | ﹤0.01% | 2334 |
|
|
2016
Q1 | $29K | Buy |
516
+241
| +88% | +$13.5K | ﹤0.01% | 2472 |
|
|
2015
Q4 | $13K | Sell |
275
-31
| -10% | -$1.47K | ﹤0.01% | 3080 |
|
|
2015
Q3 | $15K | Buy |
+306
| New | +$15K | ﹤0.01% | 2928 |
|
|
2015
Q2 | – | Sell |
-506
| Closed | -$29K | – | 2108 |
|
|
2015
Q1 | $29K | Sell |
506
-16
| -3% | -$917 | ﹤0.01% | 2407 |
|
|
2014
Q4 | $30K | Buy |
522
+170
| +48% | +$9.77K | ﹤0.01% | 2326 |
|
|
2014
Q3 | $17K | Buy |
352
+174
| +98% | +$8.4K | ﹤0.01% | 2605 |
|
|
2014
Q2 | $8K | Buy |
178
+31
| +21% | +$1.39K | ﹤0.01% | 2921 |
|
|
2014
Q1 | $7K | Buy |
147
+15
| +11% | +$714 | ﹤0.01% | 2873 |
|
|
2013
Q4 | $7K | Buy |
132
+26
| +25% | +$1.38K | ﹤0.01% | 2718 |
|
|
2013
Q3 | $5K | Hold |
106
| – | – | ﹤0.01% | 2731 |
|
|
2013
Q2 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 2549 |
|