First Personal Financial Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $401K | Buy |
3,533
+9
| +0.3% | +$1.02K | 0.08% | 94 |
|
2024
Q2 | $436K | Sell |
3,524
-69
| -2% | -$8.54K | 0.1% | 89 |
|
2024
Q1 | $474K | Sell |
3,593
-221
| -6% | -$29.2K | 0.11% | 86 |
|
2023
Q4 | $416K | Hold |
3,814
| – | – | 0.1% | 88 |
|
2023
Q3 | $393K | Buy |
3,814
+250
| +7% | +$25.7K | 0.1% | 83 |
|
2023
Q2 | $411K | Hold |
3,564
| – | – | 0.1% | 83 |
|
2023
Q1 | $379K | Sell |
3,564
-3,050
| -46% | -$324K | 0.1% | 85 |
|
2022
Q4 | $734K | Sell |
6,614
-25
| -0.4% | -$2.77K | 0.2% | 70 |
|
2022
Q3 | $572K | Buy |
6,639
+3,181
| +92% | +$274K | 0.17% | 74 |
|
2022
Q2 | $315K | Sell |
3,458
-100
| -3% | -$9.11K | 0.09% | 89 |
|
2022
Q1 | $292K | Sell |
3,558
-1,621
| -31% | -$133K | 0.07% | 104 |
|
2021
Q4 | $397K | Buy |
5,179
+93
| +2% | +$7.13K | 0.09% | 91 |
|
2021
Q3 | $382K | Hold |
5,086
| – | – | 0.1% | 92 |
|
2021
Q2 | $396K | Sell |
5,086
-202
| -4% | -$15.7K | 0.1% | 91 |
|
2021
Q1 | $389K | Buy |
5,288
+225
| +4% | +$16.6K | 0.11% | 87 |
|
2020
Q4 | $395K | Hold |
5,063
| – | – | 0.11% | 86 |
|
2020
Q3 | $401K | Buy |
5,063
+105
| +2% | +$8.32K | 0.13% | 80 |
|
2020
Q2 | $366K | Hold |
4,958
| – | – | 0.13% | 83 |
|
2020
Q1 | $364K | Sell |
4,958
-134
| -3% | -$9.84K | 0.14% | 85 |
|
2019
Q4 | $442K | Sell |
5,092
-931
| -15% | -$80.8K | 0.14% | 88 |
|
2019
Q3 | $484K | Sell |
6,023
-4,719
| -44% | -$379K | 0.15% | 91 |
|
2019
Q2 | $859K | Sell |
10,742
-2
| -0% | -$160 | 0.25% | 82 |
|
2019
Q1 | $853K | Buy |
10,744
+1,121
| +12% | +$89K | 0.26% | 84 |
|
2018
Q4 | $702K | Buy |
9,623
+5,213
| +118% | +$380K | 0.24% | 85 |
|
2018
Q3 | $299K | Buy |
4,410
+139
| +3% | +$9.42K | 0.09% | 143 |
|
2018
Q2 | $247K | Sell |
4,271
-3,058
| -42% | -$177K | 0.08% | 154 |
|
2018
Q1 | $381K | Sell |
7,329
-2,765
| -27% | -$144K | 0.08% | 164 |
|
2017
Q4 | $542K | Buy |
10,094
+560
| +6% | +$30.1K | 0.11% | 151 |
|
2017
Q3 | $583K | Buy |
9,534
+87
| +0.9% | +$5.32K | 0.12% | 133 |
|
2017
Q2 | $578K | Buy |
9,447
+433
| +5% | +$26.5K | 0.13% | 130 |
|
2017
Q1 | $547K | Buy |
9,014
+1,331
| +17% | +$80.8K | 0.13% | 121 |
|
2016
Q4 | $432K | Sell |
7,683
-399
| -5% | -$22.4K | 0.11% | 133 |
|
2016
Q3 | $482K | Buy |
8,082
+1,069
| +15% | +$63.8K | 0.14% | 118 |
|
2016
Q2 | $386K | Buy |
7,013
+3,980
| +131% | +$219K | 0.13% | 116 |
|
2016
Q1 | $153K | Buy |
3,033
+405
| +15% | +$20.4K | 0.08% | 131 |
|
2015
Q4 | $132K | Buy |
2,628
+1,047
| +66% | +$52.6K | 0.07% | 129 |
|
2015
Q3 | $75K | Sell |
1,581
-45
| -3% | -$2.14K | 0.05% | 149 |
|
2015
Q2 | $89K | Sell |
1,626
-146
| -8% | -$7.99K | 0.05% | 141 |
|
2015
Q1 | $98K | Buy |
1,772
+314
| +22% | +$17.4K | 0.06% | 135 |
|
2014
Q4 | $79K | Buy |
+1,458
| New | +$79K | 0.05% | 139 |
|