Edgestream Partners’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 |
-45,768
| Closed | -$3.04M | – | 955 |
|
|
2024
Q4 | $3.04M | Buy |
45,768
+19,674
| +75% | +$1.31M | 0.13% | 306 |
|
|
2024
Q3 | $1.64M | Sell |
26,094
-14,585
| -36% | -$919K | 0.07% | 456 |
|
|
2024
Q2 | $2.16M | Buy |
+40,679
| New | +$2.16M | 0.1% | 308 |
|
|
2023
Q3 | – | Sell |
-33,624
| Closed | -$1.02M | – | 905 |
|
|
2023
Q2 | $1.02M | Buy |
+33,624
| New | +$1.02M | 0.09% | 352 |
|