FWM
Foresight Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,782
| Closed | -$1.1M | – | 69 |
|
|
2022
Q3 | $1.1M | Buy |
12,782
+724
| +6% | +$62.4K | 0.25% | 30 |
|
|
2022
Q2 | $1.1M | Buy |
12,058
+722
| +6% | +$65.8K | 0.23% | 34 |
|
|
2022
Q1 | $930K | Buy |
11,336
+2,929
| +35% | +$240K | 0.17% | 47 |
|
|
2021
Q4 | $644K | Buy |
8,407
+533
| +7% | +$40.8K | 0.01% | 58 |
|
|
2021
Q3 | $591K | Sell |
7,874
-9,371
| -54% | -$703K | 0.12% | 62 |
|
|
2021
Q2 | $1.34M | Buy |
17,245
+1,591
| +10% | +$124K | 0.3% | 33 |
|
|
2021
Q1 | $1.21M | Buy |
15,654
+5,326
| +52% | +$411K | 0.31% | 33 |
|
|
2020
Q4 | $845K | Buy |
10,328
+1
| +0% | +$82 | 0.22% | 44 |
|
|
2020
Q3 | $857K | Sell |
10,327
-112
| -1% | -$9.29K | 0.29% | 40 |
|
|
2020
Q2 | $807K | Buy |
10,439
+44
| +0.4% | +$3.4K | 0.37% | 40 |
|
|
2020
Q1 | $800K | Sell |
10,395
-52
| -0.5% | -$4K | 0.55% | 34 |
|
|
2019
Q4 | $950K | Hold |
10,447
| – | – | 0.59% | 34 |
|
|
2019
Q3 | $879K | Sell |
10,447
-36
| -0.3% | -$3.03K | 0.63% | 35 |
|
|
2019
Q2 | $879K | Sell |
10,483
-4,361
| -29% | -$366K | 0.66% | 35 |
|
|
2019
Q1 | $1.24M | Buy |
14,844
+68
| +0.5% | +$5.66K | 1.07% | 24 |
|
|
2018
Q4 | $1.13M | Buy |
+14,776
| New | +$1.13M | 1.2% | 23 |
|