Catamount Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $129K | Buy |
1,624
+1,362
| +520% | +$108K | 0.07% | 58 |
|
|
2018
Q4 | $19K | Sell |
262
-272
| -51% | -$19.7K | 0.01% | 104 |
|
|
2018
Q3 | $36K | Sell |
534
-116
| -18% | -$7.82K | 0.02% | 94 |
|
|
2018
Q2 | $41K | Buy |
650
+3
| +0.5% | +$189 | 0.02% | 85 |
|
|
2018
Q1 | $34K | Buy |
647
+2
| +0.3% | +$105 | 0.02% | 92 |
|
|
2017
Q4 | $35K | Buy |
645
+57
| +10% | +$3.09K | 0.02% | 94 |
|
|
2017
Q3 | $36K | Buy |
588
+1
| +0.2% | +$61 | 0.02% | 92 |
|
|
2017
Q2 | $36K | Hold |
587
| – | – | 0.02% | 96 |
|
|
2017
Q1 | $36K | Hold |
587
| – | – | 0.02% | 94 |
|
|
2016
Q4 | $33K | Buy |
587
+105
| +22% | +$5.9K | 0.03% | 84 |
|
|
2016
Q3 | $29K | Sell |
482
-8
| -2% | -$481 | 0.02% | 86 |
|
|
2016
Q2 | $27K | Hold |
490
| – | – | 0.03% | 60 |
|
|
2016
Q1 | $25K | Buy |
490
+113
| +30% | +$5.77K | 0.03% | 68 |
|
|
2015
Q4 | $19K | Hold |
377
| – | – | 0.02% | 75 |
|
|
2015
Q3 | $18K | Hold |
377
| – | – | 0.02% | 80 |
|
|
2015
Q2 | $20K | Buy |
377
+105
| +39% | +$5.57K | 0.02% | 94 |
|
|
2015
Q1 | $15K | Hold |
272
| – | – | 0.01% | 95 |
|
|
2014
Q4 | $15K | Buy |
+272
| New | +$15K | 0.01% | 81 |
|