Global Retirement 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
Q2 | $67.3K | Buy |
+1,000
| New | +$67.3K | ﹤0.01% | 1617 |
|
|
2024
Q4 | $111K | Hold |
1,668
| – | – | ﹤0.01% | 1217 |
|
|
2024
Q3 | $105K | Hold |
1,668
| – | – | ﹤0.01% | 1216 |
|
|
2024
Q2 | $88.6K | Sell |
1,668
-32
| -2% | -$1.7K | ﹤0.01% | 1264 |
|
|
2024
Q1 | $87.7K | Hold |
1,700
| – | – | ﹤0.01% | 1139 |
|
|
2023
Q4 | $66.7K | Buy |
1,700
+1,668
| +5,213% | +$65.5K | ﹤0.01% | 1229 |
|
|
2023
Q3 | $886 | Hold |
32
| – | – | ﹤0.01% | 2800 |
|
|
2023
Q2 | $969 | Hold |
32
| – | – | ﹤0.01% | 2793 |
|
|
2023
Q1 | $936 | Buy |
+32
| New | +$936 | ﹤0.01% | 2752 |
|
|
2022
Q3 | – | Sell |
-115
| Closed | -$5K | – | 2866 |
|
|
2022
Q2 | $5K | Buy |
115
+66
| +135% | +$2.87K | ﹤0.01% | 1894 |
|
|
2022
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 2206 |
|