True Wealth Design’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
$18.8K Buy
279
+5
+2% +$337 0.01% 400
2025
Q1
$15.3K Buy
274
+134
+96% +$7.49K 0.01% 385
2024
Q4
$9.31K Buy
140
+26
+23% +$1.73K ﹤0.01% 433
2024
Q3
$7.18K Buy
+114
New +$7.18K ﹤0.01% 487