SVA Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.77M | Buy |
86,769
+2,193
| +3% | +$171K | 0.59% | 34 |
|
|
2020
Q3 | $6.69M | Sell |
84,576
-88
| -0.1% | -$6.97K | 0.66% | 33 |
|
|
2020
Q2 | $6.25M | Buy |
84,664
+1,759
| +2% | +$130K | 0.67% | 30 |
|
|
2020
Q1 | $6.09M | Buy |
82,905
+2,740
| +3% | +$201K | 0.7% | 28 |
|
|
2019
Q4 | $6.96M | Sell |
80,165
-272
| -0.3% | -$23.6K | 0.64% | 33 |
|
|
2019
Q3 | $6.46M | Buy |
80,437
+732
| +0.9% | +$58.8K | 0.63% | 33 |
|
|
2019
Q2 | $6.38M | Sell |
79,705
-3,618
| -4% | -$289K | 0.63% | 33 |
|
|
2019
Q1 | $6.61M | Sell |
83,323
-1,848
| -2% | -$147K | 0.64% | 37 |
|
|
2018
Q4 | $6.21M | Sell |
85,171
-1,926
| -2% | -$140K | 0.7% | 37 |
|
|
2018
Q3 | $5.9M | Buy |
87,097
+1,073
| +1% | +$72.6K | 0.6% | 48 |
|
|
2018
Q2 | $4.98M | Sell |
86,024
-1,531
| -2% | -$88.7K | 0.54% | 53 |
|
|
2018
Q1 | $5.35M | Buy |
87,555
+6,719
| +8% | +$410K | 0.66% | 45 |
|
|
2017
Q4 | $4.34M | Sell |
80,836
-6,719
| -8% | -$361K | 0.51% | 52 |
|
|
2017
Q3 | $5.35M | Buy |
87,555
+125
| +0.1% | +$7.64K | 0.66% | 45 |
|
|
2017
Q2 | $5.35M | Buy |
87,430
+1,541
| +2% | +$94.2K | 0.69% | 44 |
|
|
2017
Q1 | $5.21M | Buy |
85,889
+793
| +0.9% | +$48.1K | 0.71% | 42 |
|
|
2016
Q4 | $4.78M | Sell |
85,096
-1,263
| -1% | -$70.9K | 0.71% | 44 |
|
|
2016
Q3 | $5.14M | Buy |
86,359
+258
| +0.3% | +$15.4K | 0.8% | 40 |
|
|
2016
Q2 | $4.73M | Buy |
86,101
+1,779
| +2% | +$97.8K | 0.76% | 40 |
|
|
2016
Q1 | $4.26M | Buy |
84,322
+5,095
| +6% | +$257K | 0.7% | 46 |
|
|
2015
Q4 | $3.99M | Buy |
79,227
+2,866
| +4% | +$144K | 0.69% | 46 |
|
|
2015
Q3 | $3.6M | Buy |
76,361
+3,745
| +5% | +$177K | 0.67% | 53 |
|
|
2015
Q2 | $3.95M | Buy |
72,616
+2,429
| +3% | +$132K | 0.73% | 49 |
|
|
2015
Q1 | $3.85M | Buy |
70,187
+43,353
| +162% | +$2.38M | 0.7% | 52 |
|
|
2014
Q4 | $1.45M | Buy |
26,834
+1,230
| +5% | +$66.6K | 0.53% | 43 |
|
|
2014
Q3 | $1.45M | Buy |
25,604
+422
| +2% | +$23.9K | 0.62% | 39 |
|
|
2014
Q2 | $1.39M | Buy |
25,182
+1,481
| +6% | +$81.7K | 0.59% | 42 |
|
|
2014
Q1 | $1.28M | Buy |
23,701
+570
| +2% | +$30.9K | 0.61% | 43 |
|
|
2013
Q4 | $1.11M | Buy |
+23,131
| New | +$1.11M | 0.66% | 41 |
|