Sittner & Nelson’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 | $268K | Hold |
3,980
| – | – | 0.11% | 122 |
|
|
2025
Q1 | $222K | Hold |
3,980
| – | – | 0.09% | 127 |
|
|
2024
Q4 | $265K | Hold |
3,980
| – | – | 0.11% | 110 |
|
|
2024
Q3 | $251K | Hold |
3,980
| – | – | 0.11% | 116 |
|
|
2024
Q2 | $211K | Hold |
3,980
| – | – | 0.1% | 108 |
|
|
2024
Q1 | $205K | Hold |
3,980
| – | – | 0.1% | 115 |
|
|
2023
Q4 | $148K | Sell |
3,980
-1,400
| -26% | -$52.2K | 0.08% | 134 |
|
|
2023
Q3 | $151K | Sell |
5,380
-2,000
| -27% | -$56.1K | 0.09% | 130 |
|
|
2023
Q2 | $223K | Sell |
7,380
-3,965
| -35% | -$120K | 0.12% | 101 |
|
|
2023
Q1 | $360K | Sell |
11,345
-4,160
| -27% | -$132K | 0.21% | 82 |
|
|
2022
Q4 | $530K | Buy |
15,505
+657
| +4% | +$22.5K | 0.32% | 57 |
|
|
2022
Q3 | $422K | Buy |
14,848
+4,198
| +39% | +$119K | 0.28% | 60 |
|
|
2022
Q2 | $472K | Buy |
10,650
+1,302
| +14% | +$57.7K | 0.31% | 59 |
|
|
2022
Q1 | $514K | Hold |
9,348
| – | – | 0.3% | 55 |
|
|
2021
Q4 | $496K | Buy |
9,348
+18
| +0.2% | +$955 | 0.29% | 61 |
|
|
2021
Q3 | $519K | Buy |
9,330
+3,400
| +57% | +$189K | 0.34% | 55 |
|
|
2021
Q2 | $385K | Hold |
5,930
| – | – | 0.27% | 64 |
|
|
2021
Q1 | $361K | Hold |
5,930
| – | – | 0.27% | 68 |
|
|
2020
Q4 | $310K | Buy |
+5,930
| New | +$310K | 0.28% | 67 |
|