Mount Vernon Associates’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,270
Closed -$242K 51
2023
Q1
$242K Hold
2,270
0.29% 47
2022
Q4
$252K Sell
2,270
-100
-4% -$11.1K 0.32% 45
2022
Q3
$204K Hold
2,370
0.27% 46
2022
Q2
$216K Sell
2,370
-500
-17% -$45.6K 0.26% 48
2022
Q1
$235K Hold
2,870
0.23% 48
2021
Q4
$220K Hold
2,870
0.19% 51
2021
Q3
$216K Hold
2,870
0.2% 52
2021
Q2
$223K Sell
2,870
-138
-5% -$10.7K 0.2% 51
2021
Q1
$221K Hold
3,008
0.22% 51
2020
Q4
$235K Sell
3,008
-524
-15% -$40.9K 0.25% 47
2020
Q3
$280K Hold
3,532
0.34% 42
2020
Q2
$261K Hold
3,532
0.34% 41
2020
Q1
$259K Sell
3,532
-105
-3% -$7.7K 0.43% 38
2019
Q4
$316K Hold
3,637
0.43% 39
2019
Q3
$292K Hold
3,637
0.44% 39
2019
Q2
$291K Hold
3,637
0.43% 39
2019
Q1
$289K Hold
3,637
0.44% 40
2018
Q4
$265K Hold
3,637
0.47% 40
2018
Q3
$246K Hold
3,637
0.36% 45
2018
Q2
$211K Buy
+3,637
New +$211K 0.33% 49
2017
Q4
Sell
-3,637
Closed -$222K 56
2017
Q3
$222K Hold
3,637
0.37% 47
2017
Q2
$222K Sell
3,637
-104
-3% -$6.35K 0.4% 49
2017
Q1
$227K Hold
3,741
0.42% 48
2016
Q4
$210K Hold
3,741
0.41% 49
2016
Q3
$223K Hold
3,741
0.46% 47
2016
Q2
$206K Buy
+3,741
New +$206K 0.44% 51
2015
Q3
Sell
-3,878
Closed -$211K 53
2015
Q2
$211K Hold
3,878
0.46% 49
2015
Q1
$213K Buy
+3,878
New +$213K 0.46% 52