KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,646
| Closed | -$204K | – | 80 |
|
|
2024
Q2 | $204K | Sell |
1,646
-14
| -0.8% | -$1.73K | 0.19% | 72 |
|
|
2024
Q1 | $219K | Buy |
+1,660
| New | +$219K | 0.22% | 66 |
|
|
2021
Q3 | – | Sell |
-9,982
| Closed | -$776K | – | 97 |
|
|
2021
Q2 | $776K | Sell |
9,982
-146
| -1% | -$11.4K | 0.31% | 54 |
|
|
2021
Q1 | $781K | Buy |
10,128
+1,126
| +13% | +$86.8K | 0.41% | 50 |
|
|
2020
Q4 | $736K | Buy |
9,002
+112
| +1% | +$9.16K | 0.43% | 52 |
|
|
2020
Q3 | $737K | Buy |
8,890
+1,357
| +18% | +$112K | 0.54% | 49 |
|
|
2020
Q2 | $582K | Buy |
7,533
+348
| +5% | +$26.9K | 0.53% | 47 |
|
|
2020
Q1 | $553K | Buy |
7,185
+304
| +4% | +$23.4K | 0.62% | 44 |
|
|
2019
Q4 | $626K | Buy |
+6,881
| New | +$626K | 0.53% | 52 |
|