Coe Capital Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.72M Sell
22,087
-628
-3% -$48.8K 1.62% 23
2021
Q1
$1.67M Sell
22,715
-390
-2% -$28.7K 1.68% 23
2020
Q4
$1.8M Sell
23,105
-604
-3% -$47.1K 1.97% 19
2020
Q3
$1.88M Buy
23,709
+2,382
+11% +$189K 2.52% 18
2020
Q2
$1.57M Buy
21,327
+1,348
+7% +$99.5K 2.34% 17
2020
Q1
$1.47M Buy
+19,979
New +$1.47M 2.45% 16