Peachtree Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.03M | Hold |
14,185
| – | – | 0.8% | 29 |
|
|
2018
Q3 | $960K | Hold |
14,185
| – | – | 0.65% | 30 |
|
|
2018
Q2 | $822K | Sell |
14,185
-1,048
| -7% | -$60.7K | 0.6% | 33 |
|
|
2018
Q1 | $792K | Hold |
15,233
| – | – | 0.59% | 33 |
|
|
2017
Q4 | $818K | Hold |
15,233
| – | – | 0.63% | 35 |
|
|
2017
Q3 | $931K | Hold |
15,233
| – | – | 0.8% | 33 |
|
|
2017
Q2 | $932K | Hold |
15,233
| – | – | 0.8% | 40 |
|
|
2017
Q1 | $924K | Sell |
15,233
-615
| -4% | -$37.3K | 0.85% | 36 |
|
|
2016
Q4 | $890K | Hold |
15,848
| – | – | 0.87% | 35 |
|
|
2016
Q3 | $944K | Sell |
15,848
-838
| -5% | -$49.9K | 0.93% | 36 |
|
|
2016
Q2 | $917K | Sell |
16,686
-797
| -5% | -$43.8K | 0.93% | 36 |
|
|
2016
Q1 | $883K | Sell |
17,483
-681
| -4% | -$34.4K | 0.89% | 40 |
|
|
2015
Q4 | $915K | Buy |
18,164
+4,720
| +35% | +$238K | 0.96% | 36 |
|
|
2015
Q3 | $634K | Hold |
13,444
| – | – | 0.66% | 48 |
|
|
2015
Q2 | $730K | Sell |
13,444
-91
| -0.7% | -$4.94K | 0.54% | 56 |
|
|
2015
Q1 | $742K | Sell |
13,535
-369
| -3% | -$20.2K | 0.53% | 58 |
|
|
2014
Q4 | $753K | Sell |
13,904
-581
| -4% | -$31.5K | 0.5% | 57 |
|
|
2014
Q3 | $819K | Hold |
14,485
| – | – | 0.55% | 52 |
|
|
2014
Q2 | $800K | Sell |
14,485
-420
| -3% | -$23.2K | 0.53% | 54 |
|
|
2014
Q1 | $807K | Sell |
14,905
-1,126
| -7% | -$61K | 0.55% | 51 |
|
|
2013
Q4 | $766K | Buy |
+16,031
| New | +$766K | 0.52% | 57 |
|