NewEdge 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
Q1 | – | Sell |
-6,990
| Closed | -$465K | – | 4054 |
|
|
2024
Q4 | $465K | Buy |
6,990
+6,690
| +2,230% | +$445K | ﹤0.01% | 1606 |
|
|
2024
Q3 | $18.9K | Hold |
300
| – | – | ﹤0.01% | 2732 |
|
|
2024
Q2 | $15.9K | Buy |
+300
| New | +$15.9K | ﹤0.01% | 2699 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$34.2K | – | 3860 |
|
|
2022
Q4 | $34.2K | Buy |
+1,000
| New | +$34.2K | ﹤0.01% | 1890 |
|
|
2019
Q2 | – | Sell |
-5,308
| Closed | -$266K | – | 683 |
|
|
2019
Q1 | $266K | Sell |
5,308
-157
| -3% | -$7.87K | 0.02% | 551 |
|
|
2018
Q4 | $283 | Buy |
+5,465
| New | +$283 | 0.02% | 502 |
|