KCS Wealth Advisory’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.3M | Sell |
12,644
-1,330
| -10% | -$137K | 0.56% | 51 |
|
|
2023
Q2 | $1.61M | Buy |
13,974
+314
| +2% | +$36.2K | 0.56% | 51 |
|
|
2023
Q1 | $1.45M | Sell |
13,660
-203
| -1% | -$21.6K | 0.55% | 50 |
|
|
2022
Q4 | $1.54M | Buy |
13,863
+21
| +0.2% | +$2.33K | 0.64% | 52 |
|
|
2022
Q3 | $1.19M | Sell |
13,842
-1,431
| -9% | -$123K | 0.55% | 60 |
|
|
2022
Q2 | $1.39M | Buy |
15,273
+290
| +2% | +$26.4K | 0.62% | 61 |
|
|
2022
Q1 | $1.23M | Buy |
14,983
+788
| +6% | +$64.6K | 0.57% | 63 |
|
|
2021
Q4 | $1.09M | Sell |
14,195
-105
| -0.7% | -$8.05K | 0.44% | 75 |
|
|
2021
Q3 | $1.07M | Buy |
14,300
+777
| +6% | +$58.4K | 0.51% | 68 |
|
|
2021
Q2 | $1.05M | Buy |
13,523
+167
| +1% | +$13K | 0.5% | 73 |
|
|
2021
Q1 | $982K | Buy |
13,356
+868
| +7% | +$63.8K | 0.51% | 75 |
|
|
2020
Q4 | $975K | Buy |
12,488
+140
| +1% | +$10.9K | 0.64% | 60 |
|
|
2020
Q3 | $977K | Sell |
12,348
-520
| -4% | -$41.1K | 0.78% | 49 |
|
|
2020
Q2 | $950K | Buy |
12,868
+64
| +0.5% | +$4.73K | 0.79% | 49 |
|
|
2020
Q1 | $940K | Buy |
12,804
+242
| +2% | +$17.8K | 0.96% | 35 |
|
|
2019
Q4 | $1.09M | Sell |
12,562
-161
| -1% | -$14K | 0.82% | 54 |
|
|
2019
Q3 | $1.02M | Sell |
12,723
-256
| -2% | -$20.6K | 0.71% | 50 |
|
|
2019
Q2 | $1.04M | Buy |
12,979
+307
| +2% | +$24.6K | 0.82% | 42 |
|
|
2019
Q1 | $1.01M | Buy |
12,672
+1,904
| +18% | +$151K | 0.88% | 38 |
|
|
2018
Q4 | $785K | Buy |
10,768
+106
| +1% | +$7.73K | 0.83% | 44 |
|
|
2018
Q3 | $722K | Buy |
10,662
+1,211
| +13% | +$82K | 0.67% | 61 |
|
|
2018
Q2 | $547K | Sell |
9,451
-130
| -1% | -$7.52K | 0.51% | 88 |
|
|
2018
Q1 | $498K | Buy |
9,581
+1,641
| +21% | +$85.3K | 0.45% | 90 |
|
|
2017
Q4 | $426K | Buy |
+7,940
| New | +$426K | 0.41% | 96 |
|