TCPWM
Traverso Chambers Private Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $469K | Sell |
4,298
-48
| -1% | -$5.23K | 0.11% | 79 |
|
|
2023
Q3 | $447K | Buy |
4,346
+64
| +1% | +$6.59K | 0.12% | 73 |
|
|
2023
Q2 | $494K | Hold |
4,282
| – | – | 0.13% | 72 |
|
|
2023
Q1 | $456K | Buy |
4,282
+839
| +24% | +$89.3K | 0.12% | 75 |
|
|
2022
Q4 | $382K | Sell |
3,443
-12
| -0.3% | -$1.33K | 0.11% | 78 |
|
|
2022
Q3 | $298K | Hold |
3,455
| – | – | 0.09% | 88 |
|
|
2022
Q2 | $315K | Hold |
3,455
| – | – | 0.11% | 81 |
|
|
2022
Q1 | $283K | Buy |
3,455
+12
| +0.3% | +$983 | 0.08% | 99 |
|
|
2021
Q4 | $264K | Hold |
3,443
| – | – | 0.08% | 101 |
|
|
2021
Q3 | $259K | Hold |
3,443
| – | – | 0.08% | 99 |
|
|
2021
Q2 | $268K | Hold |
3,443
| – | – | 0.08% | 98 |
|
|
2021
Q1 | $265K | Hold |
3,443
| – | – | 0.09% | 98 |
|
|
2020
Q4 | $282K | Hold |
3,443
| – | – | 0.1% | 87 |
|
|
2020
Q3 | $286K | Hold |
3,443
| – | – | 0.11% | 80 |
|
|
2020
Q2 | $266K | Hold |
3,443
| – | – | 0.11% | 80 |
|
|
2020
Q1 | $265K | Sell |
3,443
-92
| -3% | -$7.08K | 0.12% | 74 |
|
|
2019
Q4 | $322K | Buy |
3,535
+69
| +2% | +$6.29K | 0.14% | 79 |
|
|
2019
Q3 | $292K | Sell |
3,466
-84
| -2% | -$7.08K | 0.14% | 78 |
|
|
2019
Q2 | $304K | Sell |
3,550
-127
| -3% | -$10.9K | 0.15% | 77 |
|
|
2019
Q1 | $306K | Hold |
3,677
| – | – | 0.15% | 75 |
|
|
2018
Q4 | $281K | Buy |
+3,677
| New | +$281K | 0.15% | 73 |
|