Northstar Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $4.73M | Sell |
59,797
-4,550
| -7% | -$360K | 2.21% | 13 |
|
2020
Q2 | $4.75M | Buy |
64,347
+2,910
| +5% | +$215K | 1.98% | 11 |
|
2020
Q1 | $4.51M | Sell |
61,437
-1,815
| -3% | -$133K | 2.29% | 10 |
|
2019
Q4 | $5.49M | Sell |
63,252
-116
| -0.2% | -$10.1K | 2.25% | 7 |
|
2019
Q3 | $5.09M | Sell |
63,368
-564
| -0.9% | -$45.3K | 2.23% | 7 |
|
2019
Q2 | $5.12M | Buy |
63,932
+14
| +0% | +$1.12K | 2.28% | 8 |
|
2019
Q1 | $5.07M | Buy |
63,918
+268
| +0.4% | +$21.3K | 2.32% | 6 |
|
2018
Q4 | $4.64M | Sell |
63,650
-1,498
| -2% | -$109K | 2.43% | 7 |
|
2018
Q3 | $4.41M | Buy |
65,148
+2,964
| +5% | +$201K | 2.11% | 8 |
|
2018
Q2 | $3.6M | Buy |
62,184
+3,112
| +5% | +$180K | 1.8% | 9 |
|
2018
Q1 | $3.07M | Buy |
59,072
+35,702
| +153% | +$1.86M | 1.57% | 13 |
|
2017
Q4 | $1.26M | Buy |
23,370
+365
| +2% | +$19.7K | 1.12% | 27 |
|
2017
Q3 | $1.41M | Buy |
23,005
+3,498
| +18% | +$215K | 1.38% | 19 |
|
2017
Q2 | $1.17M | Buy |
19,507
+6
| +0% | +$360 | 1.07% | 29 |
|
2017
Q1 | $1.18M | Buy |
+19,501
| New | +$1.18M | 1.1% | 27 |
|