Altavista Wealth Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$1.01M Buy
13,192
+250
+2% +$19.2K 0.2% 84
2021
Q3
$972K Sell
12,942
-496
-4% -$37.3K 0.22% 80
2021
Q2
$1.05M Sell
13,438
-1,284
-9% -$99.9K 0.23% 79
2021
Q1
$1.08M Sell
14,722
-784
-5% -$57.7K 0.26% 73
2020
Q4
$1.21M Hold
15,506
0.31% 61
2020
Q3
$1.23M Hold
15,506
0.34% 57
2020
Q2
$1.14M Hold
15,506
0.33% 59
2020
Q1
$1.14M Buy
15,506
+899
+6% +$66K 0.39% 54
2019
Q4
$1.27M Hold
14,607
0.38% 58
2019
Q3
$1.17M Hold
14,607
0.36% 60
2019
Q2
$1.17M Sell
14,607
-314
-2% -$25.1K 0.37% 59
2019
Q1
$1.18M Hold
14,921
0.42% 59
2018
Q4
$1.09M Hold
14,921
0.44% 62
2018
Q3
$1.01M Hold
14,921
0.38% 68
2018
Q2
$864K Sell
14,921
-3,792
-20% -$220K 0.35% 72
2018
Q1
$973K Sell
18,713
-326
-2% -$17K 0.41% 66
2017
Q4
$1.02M Buy
19,039
+2,946
+18% +$158K 0.43% 63
2017
Q3
$983K Buy
16,093
+891
+6% +$54.4K 0.47% 55
2017
Q2
$930K Buy
15,202
+425
+3% +$26K 0.46% 55
2017
Q1
$896K Hold
14,777
0.45% 55
2016
Q4
$830K Hold
14,777
0.45% 54
2016
Q3
$880K Sell
14,777
-732
-5% -$43.6K 0.48% 51
2016
Q2
$853K Sell
15,509
-1,936
-11% -$106K 0.47% 50
2016
Q1
$881K Buy
17,445
+1,162
+7% +$58.7K 0.5% 49
2015
Q4
$821K Sell
16,283
-3,672
-18% -$185K 0.48% 49
2015
Q3
$940K Buy
19,955
+15,840
+385% +$746K 0.62% 43
2015
Q2
$224K Buy
+4,115
New +$224K 0.14% 101