Bingham Osborn & Scarborough’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,330
Closed -$551K 96
2021
Q3
$551K Sell
7,330
-1,229
-14% -$92.4K 0.04% 83
2021
Q2
$666K Buy
8,559
+656
+8% +$51K 0.05% 71
2021
Q1
$581K Buy
7,903
+879
+13% +$64.6K 0.04% 69
2020
Q4
$548K Sell
7,024
-1,354
-16% -$106K 0.04% 66
2020
Q3
$663K Sell
8,378
-528
-6% -$41.8K 0.05% 84
2020
Q2
$657K Buy
8,906
+687
+8% +$50.7K 0.05% 81
2020
Q1
$603K Buy
8,219
+1,414
+21% +$104K 0.06% 78
2019
Q4
$591K Buy
6,805
+156
+2% +$13.5K 0.05% 88
2019
Q3
$534K Sell
6,649
-515
-7% -$41.4K 0.05% 89
2019
Q2
$573K Buy
7,164
+518
+8% +$41.4K 0.05% 85
2019
Q1
$527K Sell
6,646
-609
-8% -$48.3K 0.05% 87
2018
Q4
$529K Buy
7,255
+86
+1% +$6.27K 0.05% 82
2018
Q3
$485K Buy
7,169
+1,511
+27% +$102K 0.04% 85
2018
Q2
$328K Buy
5,658
+330
+6% +$19.1K 0.03% 102
2018
Q1
$277K Sell
5,328
-659
-11% -$34.3K 0.03% 116
2017
Q4
$321K Sell
5,987
-678
-10% -$36.4K 0.03% 101
2017
Q3
$407K Buy
6,665
+157
+2% +$9.59K 0.04% 83
2017
Q2
$398K Buy
6,508
+2
+0% +$122 0.04% 79
2017
Q1
$394K Sell
6,506
-828
-11% -$50.1K 0.04% 79
2016
Q4
$412K Buy
7,334
+260
+4% +$14.6K 0.04% 77
2016
Q3
$421K Sell
7,074
-144
-2% -$8.57K 0.04% 76
2016
Q2
$397K Sell
7,218
-758
-10% -$41.7K 0.05% 81
2016
Q1
$403K Sell
7,976
-1,023
-11% -$51.7K 0.05% 80
2015
Q4
$454K Sell
8,999
-162
-2% -$8.17K 0.06% 70
2015
Q3
$432K Sell
9,161
-111
-1% -$5.23K 0.05% 70
2015
Q2
$504K Buy
9,272
+912
+11% +$49.6K 0.06% 68
2015
Q1
$458K Sell
8,360
-2,136
-20% -$117K 0.05% 70
2014
Q4
$569K Sell
10,496
-1,122
-10% -$60.8K 0.07% 65
2014
Q3
$657K Buy
11,618
+4,503
+63% +$255K 0.08% 58
2014
Q2
$393K Buy
7,115
+422
+6% +$23.3K 0.05% 69
2014
Q1
$363K Buy
6,693
+264
+4% +$14.3K 0.05% 71
2013
Q4
$307K Buy
6,429
+375
+6% +$17.9K 0.04% 75
2013
Q3
$275K Buy
6,054
+1,052
+21% +$47.8K 0.04% 72
2013
Q2
$222K Buy
+5,002
New +$222K 0.04% 80