LWA
Lenox Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $163K | Sell |
1,858
-114
| -6% | -$10K | 0.02% | 125 |
|
|
2021
Q4 | $151K | Buy |
1,972
+50
| +3% | +$3.83K | 0.02% | 133 |
|
|
2021
Q3 | $144K | Buy |
1,922
+131
| +7% | +$9.82K | 0.02% | 131 |
|
|
2021
Q2 | $139K | Buy |
1,791
+96
| +6% | +$7.45K | 0.02% | 134 |
|
|
2021
Q1 | $131K | Sell |
1,695
-471
| -22% | -$36.4K | 0.02% | 110 |
|
|
2020
Q4 | $177K | Buy |
2,166
+14
| +0.7% | +$1.14K | 0.03% | 90 |
|
|
2020
Q3 | $178K | Sell |
2,152
-43
| -2% | -$3.56K | 0.03% | 85 |
|
|
2020
Q2 | $170K | Buy |
2,195
+115
| +6% | +$8.91K | 0.03% | 77 |
|
|
2020
Q1 | $160K | Buy |
2,080
+5
| +0.2% | +$385 | 0.03% | 72 |
|
|
2019
Q4 | $189K | Buy |
2,075
+84
| +4% | +$7.65K | 0.03% | 85 |
|
|
2019
Q3 | $168K | Buy |
1,991
+120
| +6% | +$10.1K | 0.03% | 86 |
|
|
2019
Q2 | $157K | Buy |
1,871
+206
| +12% | +$17.3K | 0.03% | 85 |
|
|
2019
Q1 | $138K | Buy |
1,665
+5
| +0.3% | +$414 | 0.03% | 88 |
|
|
2018
Q4 | $127K | Buy |
1,660
+4
| +0.2% | +$306 | 0.03% | 89 |
|
|
2018
Q3 | $117K | Buy |
1,656
+768
| +86% | +$54.3K | 0.02% | 96 |
|
|
2018
Q2 | $54K | Sell |
888
-514
| -37% | -$31.3K | 0.01% | 129 |
|
|
2018
Q1 | $76K | Buy |
1,402
+678
| +94% | +$36.8K | 0.02% | 126 |
|
|
2017
Q4 | $41K | Buy |
724
+75
| +12% | +$4.25K | 0.01% | 106 |
|
|
2017
Q3 | $42K | Buy |
649
+18
| +3% | +$1.17K | 0.01% | 57 |
|
|
2017
Q2 | $40K | Buy |
631
+5
| +0.8% | +$317 | 0.01% | 69 |
|
|
2017
Q1 | $40K | Buy |
626
+5
| +0.8% | +$319 | 0.01% | 52 |
|
|
2016
Q4 | $37K | Sell |
621
-2,955
| -83% | -$176K | 0.01% | 61 |
|
|
2016
Q3 | $223K | Sell |
3,576
-131
| -4% | -$8.17K | 0.07% | 31 |
|
|
2016
Q2 | $214K | Sell |
3,707
-83
| -2% | -$4.79K | 0.06% | 34 |
|
|
2016
Q1 | $201K | Sell |
3,790
-23
| -0.6% | -$1.22K | 0.06% | 37 |
|
|
2015
Q4 | $201K | Sell |
3,813
-229
| -6% | -$12.1K | 0.06% | 34 |
|
|
2015
Q3 | $200K | Buy |
4,042
+989
| +32% | +$48.9K | 0.07% | 32 |
|
|
2015
Q2 | $174K | Sell |
3,053
-666
| -18% | -$38K | 0.07% | 34 |
|
|
2015
Q1 | $214K | Buy |
3,719
+85
| +2% | +$4.89K | 0.09% | 32 |
|
|
2014
Q4 | $206K | Sell |
3,634
-297
| -8% | -$16.8K | 0.09% | 31 |
|
|
2014
Q3 | $233K | Sell |
3,931
-572
| -13% | -$33.9K | 0.1% | 25 |
|
|
2014
Q2 | $262K | Buy |
4,503
+907
| +25% | +$52.8K | 0.12% | 17 |
|
|
2014
Q1 | $203K | Sell |
3,596
-270
| -7% | -$15.2K | 0.12% | 19 |
|
|
2013
Q4 | $194K | Buy |
3,866
+2,849
| +280% | +$143K | 0.14% | 25 |
|
|
2013
Q3 | $48K | Sell |
1,017
-531
| -34% | -$25.1K | 0.04% | 36 |
|
|
2013
Q2 | $72K | Buy |
+1,548
| New | +$72K | 0.08% | 24 |
|