Lenox Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $62K | Buy |
845
+85
| +11% | +$6.24K | 0.02% | 232 |
|
|
2020
Q1 | $56K | Buy |
760
+34
| +5% | +$2.51K | 0.02% | 236 |
|
|
2019
Q4 | $63K | Sell |
726
-105
| -13% | -$9.11K | 0.02% | 254 |
|
|
2019
Q3 | $67K | Buy |
831
+157
| +23% | +$12.7K | 0.02% | 240 |
|
|
2019
Q2 | $54K | Sell |
674
-116
| -15% | -$9.29K | 0.02% | 243 |
|
|
2019
Q1 | $63K | Hold |
790
| – | – | 0.02% | 227 |
|
|
2018
Q4 | $58K | Buy |
790
+39
| +5% | +$2.86K | 0.02% | 203 |
|
|
2018
Q3 | $51K | Sell |
751
-1,631
| -68% | -$111K | 0.02% | 234 |
|
|
2018
Q2 | $139K | Buy |
2,382
+395
| +20% | +$23.1K | 0.04% | 150 |
|
|
2018
Q1 | $104K | Buy |
1,987
+166
| +9% | +$8.69K | 0.03% | 168 |
|
|
2017
Q4 | $99K | Buy |
1,821
+10
| +0.6% | +$544 | 0.03% | 164 |
|
|
2017
Q3 | $111K | Buy |
1,811
+750
| +71% | +$46K | 0.04% | 156 |
|
|
2017
Q2 | $65K | Sell |
1,061
-498
| -32% | -$30.5K | 0.03% | 187 |
|
|
2017
Q1 | $95K | Buy |
1,559
+298
| +24% | +$18.2K | 0.07% | 58 |
|
|
2016
Q4 | $71K | Buy |
1,261
+264
| +26% | +$14.9K | 0.05% | 84 |
|
|
2016
Q3 | $59K | Sell |
997
-157
| -14% | -$9.29K | 0.05% | 94 |
|
|
2016
Q2 | $63K | Buy |
1,154
+293
| +34% | +$16K | 0.05% | 92 |
|
|
2016
Q1 | $43K | Buy |
861
+194
| +29% | +$9.69K | 0.03% | 118 |
|
|
2015
Q4 | $34K | Sell |
667
-25
| -4% | -$1.27K | 0.03% | 124 |
|
|
2015
Q3 | $33K | Sell |
692
-1
| -0.1% | -$48 | 0.03% | 83 |
|
|
2015
Q2 | $38K | Buy |
693
+56
| +9% | +$3.07K | 0.03% | 83 |
|
|
2015
Q1 | $35K | Buy |
637
+89
| +16% | +$4.89K | 0.02% | 91 |
|
|
2014
Q4 | $29K | Hold |
548
| – | – | 0.02% | 93 |
|
|
2014
Q3 | $31K | Buy |
548
+46
| +9% | +$2.6K | 0.02% | 95 |
|
|
2014
Q2 | $28K | Buy |
502
+179
| +55% | +$9.98K | 0.02% | 95 |
|
|
2014
Q1 | $17K | Hold |
323
| – | – | 0.01% | 125 |
|
|
2013
Q4 | $15K | Buy |
+323
| New | +$15K | 0.01% | 130 |
|