Lenox Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $163K | Sell |
1,858
-114
| -6% | -$8.99K | 0.02% | 125 |
|
|
2021
Q4 | $151K | Buy |
1,972
+50
| +3% | +$3.98K | 0.02% | 133 |
|
|
2021
Q3 | $144K | Buy |
1,922
+131
| +7% | +$9.96K | 0.02% | 131 |
|
|
2021
Q2 | $139K | Buy |
1,791
+15
| +0.8% | +$1.12K | 0.02% | 134 |
|
|
2021
Q1 | $131K | Sell |
1,776
-494
| -22% | -$36.4K | 0.02% | 110 |
|
|
2020
Q4 | $177K | Buy |
2,270
+15
| +0.7% | +$1.15K | 0.03% | 90 |
|
|
2020
Q3 | $178K | Sell |
2,255
-45
| -2% | -$3.52K | 0.03% | 85 |
|
|
2020
Q2 | $170K | Buy |
2,300
+120
| +6% | +$9.03K | 0.03% | 77 |
|
|
2020
Q1 | $160K | Buy |
2,180
+5
| +0.2% | +$393 | 0.03% | 72 |
|
|
2019
Q4 | $189K | Buy |
2,175
+88
| +4% | +$7.23K | 0.03% | 85 |
|
|
2019
Q3 | $168K | Buy |
2,087
+126
| +6% | +$10.1K | 0.03% | 86 |
|
|
2019
Q2 | $157K | Buy |
1,961
+216
| +12% | +$16.5K | 0.03% | 85 |
|
|
2019
Q1 | $138K | Buy |
1,745
+5
| +0.3% | +$374 | 0.03% | 88 |
|
|
2018
Q4 | $127K | Buy |
1,740
+5
| +0.3% | +$353 | 0.03% | 89 |
|
|
2018
Q3 | $117K | Buy |
1,735
+804
| +86% | +$51.2K | 0.02% | 96 |
|
|
2018
Q2 | $54K | Sell |
931
-538
| -37% | -$30.4K | 0.01% | 129 |
|
|
2018
Q1 | $76K | Buy |
1,469
+710
| +94% | +$38.3K | 0.02% | 126 |
|
|
2017
Q4 | $41K | Buy |
759
+79
| +12% | +$4.38K | 0.01% | 106 |
|
|
2017
Q3 | $42K | Buy |
680
+19
| +3% | +$1.15K | 0.01% | 57 |
|
|
2017
Q2 | $40K | Buy |
661
+5
| +0.8% | +$304 | 0.01% | 69 |
|
|
2017
Q1 | $40K | Buy |
656
+5
| +0.8% | +$303 | 0.01% | 52 |
|
|
2016
Q4 | $37K | Sell |
651
-3,097
| -83% | -$181K | 0.01% | 61 |
|
|
2016
Q3 | $223K | Sell |
3,748
-137
| -4% | -$8.01K | 0.07% | 31 |
|
|
2016
Q2 | $214K | Sell |
3,885
-87
| -2% | -$4.63K | 0.06% | 34 |
|
|
2016
Q1 | $201K | Sell |
3,972
-24
| -0.6% | -$1.18K | 0.06% | 37 |
|
|
2015
Q4 | $201K | Sell |
3,996
-240
| -6% | -$12.1K | 0.06% | 34 |
|
|
2015
Q3 | $200K | Buy |
4,236
+1,036
| +32% | +$55K | 0.07% | 32 |
|
|
2015
Q2 | $174K | Sell |
3,200
-698
| -18% | -$39.1K | 0.07% | 34 |
|
|
2015
Q1 | $214K | Buy |
3,898
+90
| +2% | +$5.1K | 0.09% | 32 |
|
|
2014
Q4 | $206K | Sell |
3,808
-312
| -8% | -$17.4K | 0.09% | 31 |
|
|
2014
Q3 | $233K | Sell |
4,120
-599
| -13% | -$33.6K | 0.1% | 25 |
|
|
2014
Q2 | $262K | Buy |
4,719
+950
| +25% | +$51.8K | 0.12% | 17 |
|
|
2014
Q1 | $203K | Sell |
3,769
-283
| -7% | -$14.7K | 0.12% | 19 |
|
|
2013
Q4 | $194K | Buy |
4,052
+2,986
| +280% | +$136K | 0.14% | 25 |
|
|
2013
Q3 | $48K | Sell |
1,066
-556
| -34% | -$25.4K | 0.04% | 36 |
|
|
2013
Q2 | $72K | Buy |
+1,622
| New | +$72.4K | 0.08% | 24 |
|
Other funds holding MRK
Lenox Wealth Advisors's MRK Position: Q1 2022 in Review
Lenox Wealth Advisors reduced its Merck (MRK) stake by 5.8% in Q1 2022, selling an estimated $8.99K and leaving 1,858 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #125.
Lenox Wealth Advisors first reported a position in MRK in Q2 2013 and has held it in 36 quarters since. The position peaked at $262K in Q2 2014. 2,953 funds tracked by Wall St. Rank hold MRK as of Q1 2022.
- Lenox Wealth Advisors held 1,858 shares of Merck worth $163K as of Q1 2022.
- Lenox Wealth Advisors sold 114 Merck shares in Q1 2022, an estimated $8.99K.
- Merck made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #125 holding.
- Lenox Wealth Advisors first reported a position in Merck in Q2 2013 and has held it in 36 quarters since.
- Lenox Wealth Advisors's Merck position peaked at $262K in Q2 2014.
- 2,953 funds tracked by Wall St. Rank held Merck as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.