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 |
|