Sheets Smith Wealth Management’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	-8,030	Closed	-$534K	–	378
2024 Q4	$534K	Buy	8,030 +2,312	+40%	+$154K	0.07%	256
2024 Q3	$360K	Buy	+5,718	New	+$360K	0.04%	295