JFS Wealth Advisors’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 | $3.57K | Buy |
53
+1
| +2% | +$67 | ﹤0.01% | 1208 |
|
|
2025
Q1 | $2.91K | Sell |
52
-3
| -5% | -$168 | ﹤0.01% | 1330 |
|
|
2024
Q4 | $3.66K | Buy |
55
+2
| +4% | +$133 | ﹤0.01% | 1242 |
|
|
2024
Q3 | $3.34K | Buy |
53
+2
| +4% | +$126 | ﹤0.01% | 1268 |
|
|
2024
Q2 | $2.71K | Hold |
51
| – | – | ﹤0.01% | 1320 |
|
|
2024
Q1 | $2.63K | Hold |
51
| – | – | ﹤0.01% | 1344 |
|
|
2023
Q4 | $1.9K | Buy |
51
+19
| +59% | +$709 | ﹤0.01% | 1463 |
|
|
2023
Q3 | $897 | Sell |
32
-7
| -18% | -$196 | ﹤0.01% | 1623 |
|
|
2023
Q2 | $1.18K | Buy |
39
+13
| +50% | +$394 | ﹤0.01% | 1553 |
|
|
2023
Q1 | $826 | Sell |
26
-12
| -32% | -$381 | ﹤0.01% | 1631 |
|
|
2022
Q4 | $1.3K | Buy |
38
+33
| +660% | +$1.13K | ﹤0.01% | 1525 |
|
|
2022
Q3 | $0 | Sell |
5
-48
| -91% | – | ﹤0.01% | 1847 |
|
|
2022
Q2 | $2K | Buy |
53
+18
| +51% | +$679 | ﹤0.01% | 1344 |
|
|
2022
Q1 | $2K | Buy |
35
+19
| +119% | +$1.09K | ﹤0.01% | 1444 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1450 |
|