JWM
Jacobus Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $437K | Buy |
6,830
+155
| +2% | +$9.92K | 0.11% | 117 |
|
|
2017
Q2 | $428K | Buy |
6,675
+400
| +6% | +$25.6K | 0.12% | 117 |
|
|
2017
Q1 | $399K | Hold |
6,275
| – | – | 0.11% | 115 |
|
|
2016
Q4 | $369K | Buy |
6,275
+1,390
| +28% | +$81.7K | 0.11% | 122 |
|
|
2016
Q3 | $305K | Buy |
4,885
+2,285
| +88% | +$143K | 0.09% | 142 |
|
|
2016
Q2 | $150K | Sell |
2,600
-3,748
| -59% | -$216K | 0.05% | 182 |
|
|
2016
Q1 | $336K | Buy |
6,348
+1,280
| +25% | +$67.8K | 0.1% | 157 |
|
|
2015
Q4 | $268K | Sell |
5,068
-188
| -4% | -$9.94K | 0.08% | 181 |
|
|
2015
Q3 | $260K | Buy |
5,256
+1,140
| +28% | +$56.4K | 0.08% | 182 |
|
|
2015
Q2 | $234K | Buy |
4,116
+5
| +0.1% | +$284 | 0.06% | 204 |
|
|
2015
Q1 | $236K | Buy |
4,111
+183
| +5% | +$10.5K | 0.06% | 196 |
|
|
2014
Q4 | $223K | Hold |
3,928
| – | – | 0.06% | 192 |
|
|
2014
Q3 | $233K | Hold |
3,928
| – | – | 0.06% | 194 |
|
|
2014
Q2 | $227K | Hold |
3,928
| – | – | 0.06% | 202 |
|
|
2014
Q1 | $223K | Hold |
3,928
| – | – | 0.05% | 208 |
|
|
2013
Q4 | $197K | Buy |
3,928
+1,328
| +51% | +$66.6K | 0.06% | 211 |
|
|
2013
Q3 | $124K | Hold |
2,600
| – | – | 0.04% | 221 |
|
|
2013
Q2 | $121K | Buy |
+2,600
| New | +$121K | 0.04% | 211 |
|