Altium Wealth Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$3.04M Buy
33,366
+2,619
+9% +$239K 0.22% 60
2022
Q1
$2.52M Buy
30,747
+4,183
+16% +$343K 0.16% 74
2021
Q4
$2.04M Sell
26,564
-195
-0.7% -$14.9K 0.13% 87
2021
Q3
$2.01M Sell
26,759
-216
-0.8% -$16.2K 0.14% 80
2021
Q2
$2.1M Sell
26,975
-5,831
-18% -$454K 0.15% 71
2021
Q1
$2.41M Sell
32,806
-4,492
-12% -$330K 0.19% 60
2020
Q4
$2.91M Buy
37,298
+2,416
+7% +$189K 0.26% 43
2020
Q3
$2.76M Sell
34,882
-1,228
-3% -$97.2K 0.29% 39
2020
Q2
$2.66M Sell
36,110
-1,756
-5% -$130K 0.3% 40
2020
Q1
$2.78M Buy
37,866
+2,526
+7% +$185K 0.38% 35
2019
Q4
$3.07M Buy
35,340
+365
+1% +$31.7K 0.37% 30
2019
Q3
$2.81M Buy
34,975
+1,093
+3% +$87.8K 0.38% 33
2019
Q2
$2.71M Sell
33,882
-456
-1% -$36.5K 0.39% 32
2019
Q1
$2.73M Sell
34,338
-682
-2% -$54.1K 0.43% 34
2018
Q4
$2.55M Sell
35,020
-13,121
-27% -$957K 0.49% 29
2018
Q3
$3.26M Buy
48,141
+2,380
+5% +$161K 0.62% 25
2018
Q2
$2.65M Buy
45,761
+34,590
+310% +$2M 0.71% 27
2018
Q1
$581K Buy
11,171
+1,505
+16% +$78.3K 0.23% 76
2017
Q4
$523K Buy
+9,666
New +$523K 0.24% 75