Envestnet Asset Management’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $978K | Sell |
|
|||||
|
2025
Q2 | $795K | Sell |
|
|||||
|
2025
Q1 | $668K | Buy |
|
|||||
|
2024
Q4 | $368K | Buy |
|
|||||
|
2024
Q3 | $327K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $361K | Sell |
|
|||||
|
2022
Q1 | $604K | Sell |
|
|||||
|
2021
Q4 | $722K | Buy |
|
|||||
|
2021
Q3 | $384K | Sell |
|
|||||
|
2021
Q2 | $488K | Sell |
|
|||||
|
2021
Q1 | $534K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $297K | Buy |
|
|||||
|
2018
Q1 | $18K | Hold |
|
|||||
|
2017
Q4 | $21K | Buy |
|
|||||
|
2017
Q3 | $1K | Sell |
|
|||||
|
2017
Q2 | $21K | Hold |
|
|||||
|
2017
Q1 | $24K | Hold |
|
|||||
|
2016
Q4 | $23K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $76K | Buy |
|