TWMP
Taylor Wealth Management Partners’s Mercury Systems MRCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.24M | Sell |
50,387
-4,708
| -9% | -$303K | 1.84% | 24 |
|
|
2022
Q1 | $3.55M | Buy |
55,095
+1,828
| +3% | +$118K | 1.44% | 30 |
|
|
2021
Q4 | $2.93M | Sell |
53,267
-2,949
| -5% | -$162K | 1.03% | 33 |
|
|
2021
Q3 | $2.67M | Sell |
56,216
-37,460
| -40% | -$1.78M | 0.95% | 37 |
|
|
2021
Q2 | $6.21M | Sell |
93,676
-4,537
| -5% | -$301K | 2.19% | 19 |
|
|
2021
Q1 | $6.94M | Sell |
98,213
-1,033
| -1% | -$73K | 2.53% | 14 |
|
|
2020
Q4 | $8.74M | Buy |
99,246
+521
| +0.5% | +$45.9K | 3.36% | 9 |
|
|
2020
Q3 | $7.65M | Buy |
98,725
+686
| +0.7% | +$53.1K | 3.51% | 8 |
|
|
2020
Q2 | $7.71M | Sell |
98,039
-10,314
| -10% | -$811K | 3.92% | 7 |
|
|
2020
Q1 | $7.73M | Sell |
108,353
-3,349
| -3% | -$239K | 4.74% | 7 |
|
|
2019
Q4 | $7.72M | Sell |
111,702
-68,457
| -38% | -$4.73M | 3.56% | 11 |
|
|
2019
Q3 | $14.6M | Sell |
180,159
-29,356
| -14% | -$2.38M | 6.84% | 2 |
|
|
2019
Q2 | $14.7M | Sell |
209,515
-11,508
| -5% | -$810K | 6.88% | 2 |
|
|
2019
Q1 | $14.2M | Sell |
221,023
-1,655
| -0.7% | -$106K | 7.05% | 2 |
|
|
2018
Q4 | $10.5M | Sell |
222,678
-2,632
| -1% | -$124K | 6.08% | 5 |
|
|
2018
Q3 | $12.5M | Buy |
225,310
+45
| +0% | +$2.49K | 5.3% | 3 |
|
|
2018
Q2 | $8.57M | Buy |
225,265
+37,734
| +20% | +$1.44M | 3.81% | 11 |
|
|
2018
Q1 | $9.06M | Sell |
187,531
-23,474
| -11% | -$1.13M | 4.36% | 7 |
|
|
2017
Q4 | $10.8M | Buy |
211,005
+55
| +0% | +$2.82K | 4.61% | 3 |
|
|
2017
Q3 | $10.9M | Sell |
210,950
-6,030
| -3% | -$313K | 4.89% | 2 |
|
|
2017
Q2 | $9.13M | Sell |
216,980
-2,825
| -1% | -$119K | 4.13% | 6 |
|
|
2017
Q1 | $8.58M | Sell |
219,805
-8,725
| -4% | -$341K | 3.88% | 7 |
|
|
2016
Q4 | $6.91M | Buy |
228,530
+23,905
| +12% | +$722K | 3.2% | 11 |
|
|
2016
Q3 | $5.03M | Buy |
+204,625
| New | +$5.03M | 2.26% | 21 |
|