Taylor Hoffman Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $739K | Buy |
5,777
+126
| +2% | +$16.1K | 0.3% | 61 |
|
|
2024
Q1 | $746K | Sell |
5,651
-165
| -3% | -$21.8K | 0.32% | 62 |
|
|
2023
Q4 | $634K | Hold |
5,816
| – | – | 0.29% | 62 |
|
|
2023
Q3 | $599K | Hold |
5,816
| – | – | 0.31% | 64 |
|
|
2023
Q2 | $671K | Sell |
5,816
-1,591
| -21% | -$184K | 0.34% | 62 |
|
|
2023
Q1 | $788K | Buy |
7,407
+965
| +15% | +$103K | 0.43% | 57 |
|
|
2022
Q4 | $715K | Sell |
6,442
-7,329
| -53% | -$813K | 0.44% | 57 |
|
|
2022
Q3 | $1.19M | Hold |
13,771
| – | – | 0.62% | 54 |
|
|
2022
Q2 | $1.27M | Hold |
13,771
| – | – | 0.62% | 55 |
|
|
2022
Q1 | $1.13M | Sell |
13,771
-100
| -0.7% | -$8.21K | 0.45% | 67 |
|
|
2021
Q4 | $1.06M | Sell |
13,871
-500
| -3% | -$38.3K | 0.4% | 71 |
|
|
2021
Q3 | $1.17M | Sell |
14,371
-1,500
| -9% | -$122K | 0.5% | 68 |
|
|
2021
Q2 | $1.23M | Sell |
15,871
-95
| -0.6% | -$7.39K | 0.53% | 62 |
|
|
2021
Q1 | $1.17M | Sell |
15,966
-181
| -1% | -$13.3K | 0.54% | 63 |
|
|
2020
Q4 | $1.26M | Buy |
16,147
+39
| +0.2% | +$3.04K | 0.64% | 57 |
|
|
2020
Q3 | $1.28M | Sell |
16,108
-86
| -0.5% | -$6.81K | 0.75% | 49 |
|
|
2020
Q2 | $1.2M | Buy |
16,194
+3,773
| +30% | +$278K | 0.75% | 49 |
|
|
2020
Q1 | $912K | Sell |
12,421
-3,144
| -20% | -$231K | 0.88% | 50 |
|
|
2019
Q4 | $1.35M | Sell |
15,565
-553
| -3% | -$48K | 0.87% | 36 |
|
|
2019
Q3 | $1.3M | Buy |
16,118
+3,144
| +24% | +$253K | 0.92% | 34 |
|
|
2019
Q2 | $1.04M | Sell |
12,974
-3,144
| -20% | -$252K | 0.83% | 41 |
|
|
2019
Q1 | $1.28M | Sell |
16,118
-629
| -4% | -$49.9K | 0.95% | 31 |
|
|
2018
Q4 | $1.22M | Buy |
16,747
+100
| +0.6% | +$7.29K | 1.09% | 32 |
|
|
2018
Q3 | $1.13M | Hold |
16,647
| – | – | 0.89% | 34 |
|
|
2018
Q2 | $964K | Hold |
16,647
| – | – | 0.83% | 37 |
|
|
2018
Q1 | $865K | Buy |
16,647
+1,021
| +7% | +$53.1K | 0.79% | 40 |
|
|
2017
Q4 | $839K | Buy |
+15,626
| New | +$839K | 0.8% | 36 |
|