Kovitz Investment Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $326K | Buy |
6,464
+196
| +3% | +$9.89K | 0.02% | 111 |
|
|
2015
Q3 | $295K | Sell |
6,268
-175
| -3% | -$8.24K | 0.02% | 91 |
|
|
2015
Q2 | $350K | Hold |
6,443
| – | – | 0.02% | 92 |
|
|
2015
Q1 | $353K | Sell |
6,443
-97
| -1% | -$5.31K | 0.02% | 88 |
|
|
2014
Q4 | $354K | Sell |
6,540
-383
| -6% | -$20.7K | 0.02% | 93 |
|
|
2014
Q3 | $392K | Buy |
6,923
+272
| +4% | +$15.4K | 0.02% | 83 |
|
|
2014
Q2 | $367K | Sell |
6,651
-825
| -11% | -$45.5K | 0.02% | 85 |
|
|
2014
Q1 | $315K | Sell |
7,476
-947
| -11% | -$39.9K | 0.02% | 92 |
|
|
2013
Q4 | $402K | Buy |
8,423
+83
| +1% | +$3.96K | 0.02% | 80 |
|
|
2013
Q3 | $379K | Sell |
8,340
-74
| -0.9% | -$3.36K | 0.02% | 83 |
|
|
2013
Q2 | $373K | Buy |
+8,414
| New | +$373K | 0.02% | 77 |
|