DiNuzzo Private Wealth’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809 | Hold |
12
| – | – | ﹤0.01% | 924 |
|
|
2025
Q1 | $671 | Sell |
12
-3
| -20% | -$168 | ﹤0.01% | 950 |
|
|
2024
Q4 | $998 | Buy |
15
+3
| +25% | +$200 | ﹤0.01% | 854 |
|
|
2024
Q3 | $756 | Hold |
12
| – | – | ﹤0.01% | 965 |
|
|
2024
Q2 | $638 | Buy |
12
+2
| +20% | +$106 | ﹤0.01% | 954 |
|
|
2024
Q1 | $516 | Hold |
10
| – | – | ﹤0.01% | 968 |
|
|
2023
Q4 | $374 | Buy |
+10
| New | +$374 | ﹤0.01% | 1073 |
|