Concert Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,543
| Closed | -$278K | – | 93 |
|
|
2017
Q2 | $278K | Sell |
4,543
-12,511
| -73% | -$766K | 0.27% | 108 |
|
|
2017
Q1 | $960K | Sell |
17,054
-1,329
| -7% | -$74.8K | 0.22% | 134 |
|
|
2016
Q4 | $1.03M | Sell |
18,383
-49,803
| -73% | -$2.8M | 0.23% | 126 |
|
|
2016
Q3 | $4.04M | Buy |
68,186
+1,136
| +2% | +$67.2K | 0.49% | 36 |
|
|
2016
Q2 | $3.69M | Buy |
67,050
+7,825
| +13% | +$431K | 0.5% | 36 |
|
|
2016
Q1 | $2.99M | Buy |
59,225
+1,276
| +2% | +$64.5K | 0.4% | 52 |
|
|
2015
Q4 | $2.93M | Buy |
57,949
+337
| +0.6% | +$17K | 0.39% | 53 |
|
|
2015
Q3 | $2.72M | Buy |
57,612
+2,056
| +4% | +$96.9K | 0.37% | 53 |
|
|
2015
Q2 | $3.02M | Sell |
55,556
-1,943
| -3% | -$106K | 0.39% | 46 |
|
|
2015
Q1 | $2.29M | Buy |
57,499
+7,104
| +14% | +$283K | 0.65% | 29 |
|
|
2014
Q4 | $2.73M | Buy |
50,395
+33,474
| +198% | +$1.82M | 0.42% | 43 |
|
|
2014
Q3 | $959K | Buy |
16,921
+121
| +0.7% | +$6.86K | 0.13% | 136 |
|
|
2014
Q2 | $881K | Buy |
16,800
+921
| +6% | +$48.3K | 0.11% | 159 |
|
|
2014
Q1 | $851K | Sell |
15,879
-4,737
| -23% | -$254K | 0.11% | 165 |
|
|
2013
Q4 | $994K | Sell |
20,616
-4,459
| -18% | -$215K | 0.13% | 135 |
|
|
2013
Q3 | $1.15M | Buy |
25,075
+1,342
| +6% | +$61.5K | 0.16% | 102 |
|
|
2013
Q2 | $1.05M | Buy |
+23,733
| New | +$1.05M | 0.16% | 96 |
|