Berman Capital Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.51M | Buy |
20,163
+1,935
| +11% | +$145K | 0.24% | 50 |
|
|
2021
Q2 | $1.42M | Buy |
18,228
+7,778
| +74% | +$604K | 0.23% | 56 |
|
|
2021
Q1 | $767K | Buy |
10,450
+1,343
| +15% | +$98.6K | 0.16% | 66 |
|
|
2020
Q4 | $709K | Buy |
9,107
+63
| +0.7% | +$4.91K | 0.17% | 62 |
|
|
2020
Q3 | $713K | Sell |
9,044
-326
| -3% | -$25.7K | 0.2% | 57 |
|
|
2020
Q2 | $689K | Sell |
9,370
-2,726
| -23% | -$200K | 0.18% | 58 |
|
|
2020
Q1 | $885K | Buy |
12,096
+1,571
| +15% | +$115K | 0.29% | 39 |
|
|
2019
Q4 | $911K | Buy |
10,525
+51
| +0.5% | +$4.41K | 0.26% | 42 |
|
|
2019
Q3 | $839K | Buy |
10,474
+169
| +2% | +$13.5K | 0.26% | 41 |
|
|
2019
Q2 | $819K | Buy |
10,305
+679
| +7% | +$54K | 0.26% | 43 |
|
|
2019
Q1 | $761K | Sell |
9,626
-237
| -2% | -$18.7K | 0.25% | 45 |
|
|
2018
Q4 | $718K | Buy |
9,863
+4,379
| +80% | +$319K | 0.28% | 39 |
|
|
2018
Q3 | $356K | Sell |
5,484
-1,397
| -20% | -$90.7K | 0.15% | 69 |
|
|
2018
Q2 | $393K | Buy |
6,881
+716
| +12% | +$40.9K | 0.14% | 70 |
|
|
2018
Q1 | $320K | Buy |
+6,165
| New | +$320K | 0.12% | 75 |
|