Diversified Trust’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 |
-8,909
| Closed | -$592K | – | 992 |
|
|
2024
Q4 | $592K | Buy |
8,909
+801
| +10% | +$53.3K | 0.01% | 544 |
|
|
2024
Q3 | $511K | Sell |
8,108
-50
| -0.6% | -$3.15K | 0.01% | 579 |
|
|
2024
Q2 | $434K | Buy |
8,158
+326
| +4% | +$17.3K | 0.01% | 576 |
|
|
2024
Q1 | $404K | Buy |
7,832
+369
| +5% | +$19K | 0.01% | 569 |
|
|
2023
Q4 | $278K | Buy |
+7,463
| New | +$278K | 0.01% | 686 |
|