MCIA
Mountain Capital Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,366
| Closed | -$982K | – | 65 |
|
|
2023
Q4 | $982K | Sell |
8,366
-313
| -4% | -$36.7K | 0.33% | 19 |
|
|
2023
Q3 | $880K | Sell |
8,679
-11,630
| -57% | -$1.18M | 0.33% | 26 |
|
|
2023
Q2 | $2.21M | Sell |
20,309
-6,209
| -23% | -$675K | 0.83% | 9 |
|
|
2023
Q1 | $3.07M | Buy |
26,518
+1,624
| +7% | +$188K | 1.35% | 12 |
|
|
2022
Q4 | $2.76M | Buy |
24,894
+3,251
| +15% | +$360K | 1.25% | 15 |
|
|
2022
Q3 | $2.02M | Buy |
21,643
+809
| +4% | +$75.4K | 1.06% | 19 |
|
|
2022
Q2 | $1.94M | Buy |
20,834
+141
| +0.7% | +$13.1K | 0.97% | 23 |
|
|
2022
Q1 | $1.79M | Sell |
20,693
-582
| -3% | -$50.4K | 0.85% | 34 |
|
|
2021
Q4 | $1.74M | Buy |
21,275
+4,632
| +28% | +$378K | 0.79% | 34 |
|
|
2021
Q3 | $1.34M | Buy |
16,643
+1,222
| +8% | +$98.5K | 0.71% | 40 |
|
|
2021
Q2 | $1.21M | Sell |
15,421
-2,680
| -15% | -$209K | 0.56% | 48 |
|
|
2021
Q1 | $1.38M | Buy |
18,101
+2,920
| +19% | +$223K | 0.69% | 42 |
|
|
2020
Q4 | $1.29M | Sell |
15,181
-3,745
| -20% | -$318K | 0.78% | 31 |
|
|
2020
Q3 | $1.52M | Buy |
+18,926
| New | +$1.52M | 0.98% | 30 |
|
|
2017
Q4 | – | Sell |
-896
| Closed | -$57K | – | 278 |
|
|
2017
Q3 | $57K | Buy |
896
+1
| +0.1% | +$64 | 0.05% | 105 |
|
|
2017
Q2 | $57K | Buy |
+895
| New | +$57K | 0.06% | 120 |
|