Creative Planning’s Mercury Systems MRCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
15,839
+5,669
| +56% | +$305K | ﹤0.01% | 1991 |
|
|
2025
Q1 | $438K | Buy |
10,170
+1,016
| +11% | +$43.8K | ﹤0.01% | 2403 |
|
|
2024
Q4 | $384K | Sell |
9,154
-634
| -6% | -$26.6K | ﹤0.01% | 2459 |
|
|
2024
Q3 | $362K | Buy |
9,788
+1,818
| +23% | +$67.3K | ﹤0.01% | 2370 |
|
|
2024
Q2 | $215K | Buy |
+7,970
| New | +$215K | ﹤0.01% | 2612 |
|
|
2017
Q3 | – | Sell |
-444
| Closed | -$19K | – | 2928 |
|
|
2017
Q2 | $19K | Buy |
444
+81
| +22% | +$3.47K | ﹤0.01% | 3187 |
|
|
2017
Q1 | $14K | Buy |
363
+156
| +75% | +$6.02K | ﹤0.01% | 3335 |
|
|
2016
Q4 | $6K | Buy |
+207
| New | +$6K | ﹤0.01% | 3786 |
|
|
2015
Q2 | – | Sell |
-23
| Closed | – | – | 2177 |
|
|
2015
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 4163 |
|
|
2014
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 4116 |
|
|
2014
Q3 | $0 | Hold |
23
| – | – | ﹤0.01% | 3943 |
|
|
2014
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 3756 |
|
|
2014
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 3591 |
|
|
2013
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 3405 |
|
|
2013
Q3 | $0 | Hold |
23
| – | – | ﹤0.01% | 3300 |
|
|
2013
Q2 | $0 | Buy |
+23
| New | – | ﹤0.01% | 3098 |
|