TWM
Torch Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.52M | Buy |
27,750
+1,053
| +4% | +$95.7K | 1.39% | 22 |
|
|
2019
Q3 | $2.25M | Buy |
26,697
+279
| +1% | +$23.5K | 1.33% | 24 |
|
|
2019
Q2 | $2.22M | Sell |
26,418
-146
| -0.5% | -$12.2K | 1.33% | 25 |
|
|
2019
Q1 | $2.21M | Buy |
26,564
+1,304
| +5% | +$108K | 1.37% | 22 |
|
|
2018
Q4 | $1.93M | Sell |
25,260
-46
| -0.2% | -$3.52K | 1.38% | 27 |
|
|
2018
Q3 | $1.8M | Buy |
25,306
+405
| +2% | +$28.7K | 1.08% | 36 |
|
|
2018
Q2 | $1.51M | Buy |
24,901
+505
| +2% | +$30.7K | 0.95% | 40 |
|
|
2018
Q1 | $1.33M | Sell |
24,396
-745
| -3% | -$40.6K | 0.86% | 45 |
|
|
2017
Q4 | $1.42M | Sell |
25,141
-1,687
| -6% | -$94.9K | 0.86% | 45 |
|
|
2017
Q3 | $1.72M | Sell |
26,828
-295
| -1% | -$18.9K | 1.13% | 31 |
|
|
2017
Q2 | $1.74M | Sell |
27,123
-246
| -0.9% | -$15.8K | 1.2% | 31 |
|
|
2017
Q1 | $1.74M | Sell |
27,369
-446
| -2% | -$28.3K | 1.16% | 32 |
|
|
2016
Q4 | $1.64M | Buy |
27,815
+4
| +0% | +$235 | 1.16% | 31 |
|
|
2016
Q3 | $1.74M | Buy |
27,811
+4
| +0% | +$250 | 1.26% | 26 |
|
|
2016
Q2 | $1.6M | Buy |
27,807
+5
| +0% | +$288 | 1.17% | 31 |
|
|
2016
Q1 | $1.47M | Buy |
27,802
+4
| +0% | +$212 | 1.11% | 34 |
|
|
2015
Q4 | $1.47M | Buy |
27,798
+106
| +0.4% | +$5.6K | 1.07% | 31 |
|
|
2015
Q3 | $1.37M | Buy |
27,692
+43
| +0.2% | +$2.12K | 1.05% | 35 |
|
|
2015
Q2 | $1.57M | Buy |
27,649
+155
| +0.6% | +$8.82K | 1.09% | 35 |
|
|
2015
Q1 | $1.58M | Buy |
27,494
+1,039
| +4% | +$59.7K | 1.22% | 31 |
|
|
2014
Q4 | $1.5M | Sell |
26,455
-332
| -1% | -$18.9K | 1.15% | 36 |
|
|
2014
Q3 | $1.59M | Sell |
26,787
-1,196
| -4% | -$70.9K | 1.16% | 33 |
|
|
2014
Q2 | $1.62M | Sell |
27,983
-146
| -0.5% | -$8.45K | 1.1% | 34 |
|
|
2014
Q1 | $1.6M | Buy |
28,129
+1,904
| +7% | +$108K | 1.16% | 29 |
|
|
2013
Q4 | $1.31M | Buy |
+26,225
| New | +$1.31M | 1% | 37 |
|