EverSource Wealth Advisors’s Mercury Insurance MCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.4K | Buy |
1,209
+798
| +194% | +$53.7K | ﹤0.01% | 1311 |
|
|
2025
Q1 | $23K | Sell |
411
-3
| -0.7% | -$168 | ﹤0.01% | 1618 |
|
|
2024
Q4 | $27.5K | Buy |
414
+129
| +45% | +$8.58K | ﹤0.01% | 1469 |
|
|
2024
Q3 | $17.9K | Buy |
285
+124
| +77% | +$7.81K | ﹤0.01% | 1548 |
|
|
2024
Q2 | $9.64K | Buy |
161
+67
| +71% | +$4.01K | ﹤0.01% | 1877 |
|
|
2024
Q1 | $4.91K | Buy |
94
+56
| +147% | +$2.93K | ﹤0.01% | 2062 |
|
|
2023
Q4 | $1.42K | Buy |
38
+9
| +31% | +$336 | ﹤0.01% | 2284 |
|
|
2023
Q3 | $813 | Sell |
29
-52
| -64% | -$1.46K | ﹤0.01% | 2299 |
|
|
2023
Q2 | $2.45K | Hold |
81
| – | – | ﹤0.01% | 1969 |
|
|
2023
Q1 | $2.57K | Hold |
81
| – | – | ﹤0.01% | 1857 |
|
|
2022
Q4 | $2.77K | Buy |
81
+17
| +27% | +$581 | ﹤0.01% | 1810 |
|
|
2022
Q3 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 1693 |
|