Mogy Joel R Investment Counsel’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-6,000
| Closed | -$205K | – | 122 |
|
2022
Q4 | $205K | Buy |
+6,000
| New | +$205K | 0.02% | 107 |
|
2022
Q3 | – | Sell |
-5,000
| Closed | -$222K | – | 106 |
|
2022
Q2 | $222K | Hold |
5,000
| – | – | 0.02% | 104 |
|
2022
Q1 | $275K | Hold |
5,000
| – | – | 0.02% | 104 |
|
2021
Q4 | $265K | Hold |
5,000
| – | – | 0.02% | 112 |
|
2021
Q3 | $278K | Hold |
5,000
| – | – | 0.02% | 104 |
|
2021
Q2 | $325K | Hold |
5,000
| – | – | 0.03% | 99 |
|
2021
Q1 | $304K | Hold |
5,000
| – | – | 0.03% | 101 |
|
2020
Q4 | $261K | Hold |
5,000
| – | – | 0.03% | 102 |
|
2020
Q3 | $207K | Hold |
5,000
| – | – | 0.02% | 105 |
|
2020
Q2 | $204K | Hold |
5,000
| – | – | 0.02% | 105 |
|
2020
Q1 | $204K | Hold |
5,000
| – | – | 0.03% | 102 |
|
2019
Q4 | $244K | Hold |
5,000
| – | – | 0.03% | 108 |
|
2019
Q3 | $279K | Hold |
5,000
| – | – | 0.04% | 106 |
|
2019
Q2 | $313K | Hold |
5,000
| – | – | 0.04% | 98 |
|
2019
Q1 | $250K | Hold |
5,000
| – | – | 0.03% | 106 |
|
2018
Q4 | $259K | Hold |
5,000
| – | – | 0.04% | 104 |
|
2018
Q3 | $251K | Hold |
5,000
| – | – | 0.03% | 113 |
|
2018
Q2 | $228K | Hold |
5,000
| – | – | 0.03% | 116 |
|
2018
Q1 | $229K | Hold |
5,000
| – | – | 0.04% | 114 |
|
2017
Q4 | $267K | Hold |
5,000
| – | – | 0.04% | 110 |
|
2017
Q3 | $283K | Hold |
5,000
| – | – | 0.05% | 113 |
|
2017
Q2 | $270K | Hold |
5,000
| – | – | 0.05% | 113 |
|
2017
Q1 | $305K | Hold |
5,000
| – | – | 0.05% | 106 |
|
2016
Q4 | $301K | Hold |
5,000
| – | – | 0.05% | 108 |
|
2016
Q3 | $274K | Hold |
5,000
| – | – | 0.05% | 112 |
|
2016
Q2 | $266K | Hold |
5,000
| – | – | 0.05% | 115 |
|
2016
Q1 | $278K | Buy |
5,000
+4,500
| +900% | +$250K | 0.05% | 112 |
|
2015
Q4 | $233 | Sell |
500
-4,500
| -90% | -$2.1K | 0.04% | 120 |
|
2015
Q3 | $253K | Hold |
5,000
| – | – | 0.05% | 123 |
|
2015
Q2 | $278K | Hold |
5,000
| – | – | 0.05% | 128 |
|
2015
Q1 | $289K | Hold |
5,000
| – | – | 0.05% | 130 |
|
2014
Q4 | $283K | Hold |
5,000
| – | – | 0.05% | 135 |
|
2014
Q3 | $244K | Hold |
5,000
| – | – | 0.05% | 140 |
|
2014
Q2 | $235K | Hold |
5,000
| – | – | 0.05% | 138 |
|
2014
Q1 | $225K | Hold |
5,000
| – | – | 0.05% | 140 |
|
2013
Q4 | $249K | Hold |
5,000
| – | – | 0.05% | 136 |
|
2013
Q3 | $242K | Sell |
5,000
-800
| -14% | -$38.7K | 0.06% | 135 |
|
2013
Q2 | $255K | Buy |
+5,800
| New | +$255K | 0.06% | 131 |
|