Support PenkeABSHER WEALTH MANAGEMENT, LLC
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MCY.NYSE | Mercury General Corporation | USA | Financial Services | Insurance - Property & Casualty | 2024-09-30 | 0.77 | 3.18 | 426.2k | $14.3m | $33.4m |
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Trades
Adds
Report date: 2023-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| MCY.NYSE | 32.8k | 4.8 | 970k | 27-33 | $78.38 | 187.4% |
Report date: 2023-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| MCY.NYSE | 12k | 1.8 | 367.8k | 26-33 | $78.38 | 199.7% |
Report date: 2023-03-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| MCY.NYSE | 46.6k | 7.4 | 1.5m | 29-39 | $78.38 | 168.6% |
Report date: 2022-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| MCY.NYSE | 246.3k | 44.7 | 8.9m | 28-46 | $78.38 | 176.2% |
Report date: 2022-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| MCY.NYSE | 41.3k | 8.1 | 2m | 43-56 | $78.38 | 83.4% |
Reduces
Report date: 2024-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| MCY.NYSE | -273.4k | -39.1 | -14.8m | 50-60 | $78.38 | 58.3% |
Report date: 2024-03-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| MCY.NYSE | -11.1k | -1.6 | -491.3k | 37-53 | $78.38 | 112.1% |
Report date: 2023-12-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| MCY.NYSE | -9.3k | -1.3 | -325.3k | 27-40 | $78.38 | 187.2% |
Report date: 2022-12-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| MCY.NYSE | -169.1k | -21.2 | -5.6m | 28-38 | $78.38 | 181.0% |
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