Kestra Private Wealth Services’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,067
| Closed | -$669K | – | 1541 |
|
|
2024
Q4 | $669K | Sell |
10,067
-10,004
| -50% | -$665K | 0.01% | 799 |
|
|
2024
Q3 | $1.26M | Sell |
20,071
-5,008
| -20% | -$315K | 0.02% | 539 |
|
|
2024
Q2 | $1.33M | Sell |
25,079
-12,266
| -33% | -$652K | 0.03% | 490 |
|
|
2024
Q1 | $1.93M | Sell |
37,345
-692
| -2% | -$35.7K | 0.04% | 379 |
|
|
2023
Q4 | $1.42M | Buy |
38,037
+158
| +0.4% | +$5.9K | 0.04% | 431 |
|
|
2023
Q3 | $1.06M | Buy |
+37,879
| New | +$1.06M | 0.03% | 449 |
|
|
2022
Q1 | – | Sell |
-12,083
| Closed | -$641K | – | 1035 |
|
|
2021
Q4 | $641K | Buy |
12,083
+7,164
| +146% | +$380K | 0.03% | 512 |
|
|
2021
Q3 | $274K | Buy |
+4,919
| New | +$274K | 0.02% | 740 |
|
|
2021
Q1 | – | Sell |
-8,979
| Closed | -$464K | – | 829 |
|
|
2020
Q4 | $464K | Buy |
8,979
+2,488
| +38% | +$129K | 0.03% | 451 |
|
|
2020
Q3 | $269K | Buy |
+6,491
| New | +$269K | 0.02% | 519 |
|