Stratos Wealth Partners’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 |
-6,695
| Closed | -$445K | – | 1460 |
|
|
2024
Q4 | $445K | Buy |
6,695
+24
| +0.4% | +$1.6K | 0.01% | 985 |
|
|
2024
Q3 | $420K | Buy |
+6,671
| New | +$420K | 0.01% | 997 |
|
|
2018
Q4 | – | Sell |
-614
| Closed | -$31K | – | 1804 |
|
|
2018
Q3 | $31K | Buy |
+614
| New | +$31K | ﹤0.01% | 1667 |
|
|
2018
Q2 | – | Sell |
-614
| Closed | -$28K | – | 1918 |
|
|
2018
Q1 | $28K | Hold |
614
| – | – | ﹤0.01% | 1870 |
|
|
2017
Q4 | $33K | Buy |
+614
| New | +$33K | ﹤0.01% | 1717 |
|