Icon Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.93M | Sell |
47,931
-3,346
| -7% | -$344K | 0.56% | 34 |
|
|
2023
Q2 | $5.92M | Sell |
51,277
-11,528
| -18% | -$1.33M | 0.63% | 26 |
|
|
2023
Q1 | $6.68M | Buy |
+62,805
| New | +$6.68M | 0.73% | 25 |
|
|
2022
Q2 | $6.72M | Sell |
73,669
-964
| -1% | -$87.9K | 0.8% | 22 |
|
|
2022
Q1 | $6.12M | Buy |
74,633
+1,871
| +3% | +$154K | 0.61% | 39 |
|
|
2021
Q4 | $5.58M | Buy |
72,762
+1,269
| +2% | +$97.2K | 0.56% | 46 |
|
|
2021
Q3 | $5.37M | Sell |
71,493
-926
| -1% | -$69.6K | 0.57% | 44 |
|
|
2021
Q2 | $5.63M | Buy |
72,419
+10,384
| +17% | +$808K | 0.6% | 42 |
|
|
2021
Q1 | $4.56M | Buy |
62,035
+7,439
| +14% | +$547K | 0.57% | 45 |
|
|
2020
Q4 | $4.26M | Buy |
54,596
+10,595
| +24% | +$827K | 0.67% | 37 |
|
|
2020
Q3 | $3.48M | Buy |
44,001
+16,207
| +58% | +$1.28M | 0.67% | 36 |
|
|
2020
Q2 | $2.05M | Buy |
27,794
+24,328
| +702% | +$1.8M | 0.5% | 39 |
|
|
2020
Q1 | $254K | Buy |
3,466
+301
| +10% | +$22.1K | 0.1% | 123 |
|
|
2019
Q4 | $275K | Sell |
3,165
-6
| -0.2% | -$521 | 0.09% | 132 |
|
|
2019
Q3 | $255K | Buy |
3,171
+259
| +9% | +$20.8K | 0.09% | 126 |
|
|
2019
Q2 | $233K | Buy |
2,912
+988
| +51% | +$79.1K | 0.08% | 132 |
|
|
2019
Q1 | $153K | Sell |
1,924
-10
| -0.5% | -$795 | 0.06% | 174 |
|
|
2018
Q4 | $141K | Sell |
1,934
-1,742
| -47% | -$127K | 0.07% | 174 |
|
|
2018
Q3 | $249K | Buy |
3,676
+1,979
| +117% | +$134K | 0.1% | 150 |
|
|
2018
Q2 | $98K | Sell |
1,697
-2,109
| -55% | -$122K | 0.04% | 242 |
|
|
2018
Q1 | $200K | Sell |
3,806
-911
| -19% | -$47.9K | 0.11% | 162 |
|
|
2017
Q4 | $253K | Buy |
+4,717
| New | +$253K | 0.13% | 151 |
|