Taylor Wealth Management Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $396K | Sell |
4,341
-2
| -0% | -$182 | 0.23% | 48 |
|
|
2022
Q1 | $356K | Sell |
4,343
-350
| -7% | -$28.7K | 0.14% | 54 |
|
|
2021
Q4 | $360K | Buy |
4,693
+1,379
| +42% | +$106K | 0.13% | 53 |
|
|
2021
Q3 | $249K | Buy |
+3,314
| New | +$249K | 0.09% | 63 |
|
|
2019
Q1 | – | Sell |
-1,893
| Closed | -$138K | – | 90 |
|
|
2018
Q4 | $138K | Hold |
1,893
| – | – | 0.08% | 45 |
|
|
2018
Q3 | $128K | Sell |
1,893
-5
| -0.3% | -$338 | 0.05% | 60 |
|
|
2018
Q2 | $110K | Hold |
1,898
| – | – | 0.05% | 61 |
|
|
2018
Q1 | $99K | Sell |
1,898
-1,048
| -36% | -$54.7K | 0.05% | 64 |
|
|
2017
Q4 | $158K | Hold |
2,946
| – | – | 0.07% | 67 |
|
|
2017
Q3 | $180K | Hold |
2,946
| – | – | 0.08% | 67 |
|
|
2017
Q2 | $180K | Hold |
2,946
| – | – | 0.08% | 65 |
|
|
2017
Q1 | $179K | Sell |
2,946
-105
| -3% | -$6.38K | 0.08% | 66 |
|
|
2016
Q4 | $171K | Hold |
3,051
| – | – | 0.08% | 63 |
|
|
2016
Q3 | $182K | Sell |
3,051
-105
| -3% | -$6.26K | 0.08% | 55 |
|
|
2016
Q2 | $173K | Sell |
3,156
-524
| -14% | -$28.7K | 0.07% | 51 |
|
|
2016
Q1 | $186K | Buy |
3,680
+53
| +1% | +$2.68K | 0.09% | 42 |
|
|
2015
Q4 | $183K | Sell |
3,627
-827
| -19% | -$41.7K | 0.08% | 50 |
|
|
2015
Q3 | $210K | Hold |
4,454
| – | – | 0.1% | 41 |
|
|
2015
Q2 | $242K | Buy |
4,454
+1,489
| +50% | +$80.9K | 0.08% | 49 |
|
|
2015
Q1 | $163K | Buy |
+2,965
| New | +$163K | 0.05% | 56 |
|