Pacific Wealth Strategies Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,786
| Closed | -$1.46M | – | 62 |
|
|
2022
Q1 | $1.46M | Buy |
17,786
+258
| +1% | +$21.2K | 0.61% | 39 |
|
|
2021
Q4 | $1.34M | Sell |
17,528
-749
| -4% | -$57.4K | 0.47% | 47 |
|
|
2021
Q3 | $1.37M | Buy |
18,277
+552
| +3% | +$41.5K | 0.51% | 45 |
|
|
2021
Q2 | $1.38M | Sell |
17,725
-823
| -4% | -$64K | 0.53% | 44 |
|
|
2021
Q1 | $1.36M | Sell |
18,548
-147
| -0.8% | -$10.8K | 0.57% | 46 |
|
|
2020
Q4 | $1.48M | Sell |
18,695
-249
| -1% | -$19.7K | 0.64% | 42 |
|
|
2020
Q3 | $1.5M | Sell |
18,944
-948
| -5% | -$75K | 0.79% | 38 |
|
|
2020
Q2 | $1.47M | Buy |
19,892
+168
| +0.9% | +$12.4K | 0.82% | 39 |
|
|
2020
Q1 | $1.45M | Buy |
19,724
+205
| +1% | +$15.1K | 0.99% | 38 |
|
|
2019
Q4 | $1.69M | Sell |
19,519
-13,493
| -41% | -$1.17M | 0.94% | 38 |
|
|
2019
Q3 | $2.65M | Buy |
33,012
+3,176
| +11% | +$255K | 1.63% | 21 |
|
|
2019
Q2 | $2.39M | Buy |
29,836
+259
| +0.9% | +$20.7K | 1.5% | 24 |
|
|
2019
Q1 | $2.35M | Buy |
29,577
+420
| +1% | +$33.3K | 1.52% | 24 |
|
|
2018
Q4 | $2.13M | Buy |
29,157
+542
| +2% | +$39.5K | 1.52% | 22 |
|
|
2018
Q3 | $1.94M | Buy |
28,615
+1,960
| +7% | +$133K | 1.24% | 30 |
|
|
2018
Q2 | $1.54M | Buy |
26,655
+974
| +4% | +$56.4K | 1.07% | 35 |
|
|
2018
Q1 | $1.34M | Buy |
25,681
+3,935
| +18% | +$205K | 0.95% | 39 |
|
|
2017
Q4 | $1.17M | Buy |
21,746
+5,112
| +31% | +$275K | 0.83% | 44 |
|
|
2017
Q3 | $1.02M | Buy |
16,634
+2,992
| +22% | +$183K | 0.8% | 45 |
|
|
2017
Q2 | $834K | Buy |
13,642
+4,506
| +49% | +$275K | 0.71% | 42 |
|
|
2017
Q1 | $554K | Buy |
9,136
+2,066
| +29% | +$125K | 0.48% | 54 |
|
|
2016
Q4 | $397K | Buy |
+7,070
| New | +$397K | 0.39% | 55 |
|