Trajan Wealth’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 | $209K | Sell |
3,104
-773
| -20% | -$52.1K | 0.01% | 139 |
|
|
2025
Q1 | $217K | Buy |
3,877
+498
| +15% | +$27.8K | 0.01% | 140 |
|
|
2024
Q4 | $225K | Sell |
3,379
-699
| -17% | -$46.5K | 0.01% | 153 |
|
|
2024
Q3 | $257K | Sell |
4,078
-868
| -18% | -$54.7K | 0.02% | 142 |
|
|
2024
Q2 | $263K | Sell |
4,946
-513
| -9% | -$27.3K | 0.02% | 135 |
|
|
2024
Q1 | $282K | Buy |
+5,459
| New | +$282K | 0.02% | 137 |
|