Envestnet Asset Management’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 | $795K | Sell |
11,802
-153
| -1% | -$10.3K | ﹤0.01% | 3398 |
|
|
2025
Q1 | $668K | Buy |
11,955
+6,413
| +116% | +$358K | ﹤0.01% | 3436 |
|
|
2024
Q4 | $368K | Buy |
5,542
+353
| +7% | +$23.5K | ﹤0.01% | 3768 |
|
|
2024
Q3 | $327K | Buy |
+5,189
| New | +$327K | ﹤0.01% | 3774 |
|
|
2022
Q3 | – | Sell |
-8,158
| Closed | -$361K | – | 3984 |
|
|
2022
Q2 | $361K | Sell |
8,158
-2,825
| -26% | -$125K | ﹤0.01% | 3251 |
|
|
2022
Q1 | $604K | Sell |
10,983
-2,622
| -19% | -$144K | ﹤0.01% | 3009 |
|
|
2021
Q4 | $722K | Buy |
13,605
+6,714
| +97% | +$356K | ﹤0.01% | 2839 |
|
|
2021
Q3 | $384K | Sell |
6,891
-624
| -8% | -$34.8K | ﹤0.01% | 3139 |
|
|
2021
Q2 | $488K | Sell |
7,515
-1,264
| -14% | -$82.1K | ﹤0.01% | 3001 |
|
|
2021
Q1 | $534K | Buy |
+8,779
| New | +$534K | ﹤0.01% | 2807 |
|
|
2018
Q3 | – | Sell |
-6,523
| Closed | -$297K | – | 2040 |
|
|
2018
Q2 | $297K | Buy |
6,523
+6,126
| +1,543% | +$279K | ﹤0.01% | 1516 |
|
|
2018
Q1 | $18K | Hold |
397
| – | – | ﹤0.01% | 2394 |
|
|
2017
Q4 | $21K | Buy |
397
+372
| +1,488% | +$19.7K | ﹤0.01% | 2514 |
|
|
2017
Q3 | $1K | Sell |
25
-372
| -94% | -$14.9K | ﹤0.01% | 2860 |
|
|
2017
Q2 | $21K | Hold |
397
| – | – | ﹤0.01% | 2588 |
|
|
2017
Q1 | $24K | Hold |
397
| – | – | ﹤0.01% | 2640 |
|
|
2016
Q4 | $23K | Buy |
+397
| New | +$23K | ﹤0.01% | 2639 |
|
|
2015
Q4 | – | Sell |
-1,496
| Closed | -$76K | – | 3041 |
|
|
2015
Q3 | $76K | Buy |
+1,496
| New | +$76K | ﹤0.01% | 2468 |
|