Wealthspire Advisors (Maryland)’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.55M | Buy |
44,881
+627
| +1% | +$49.6K | 0.13% | 86 |
|
|
2020
Q2 | $3.27M | Sell |
44,254
-56
| -0.1% | -$4.13K | 0.23% | 64 |
|
|
2020
Q1 | $3.25M | Sell |
44,310
-1,368
| -3% | -$100K | 0.28% | 54 |
|
|
2019
Q4 | $3.96M | Sell |
45,678
-979
| -2% | -$85K | 0.27% | 62 |
|
|
2019
Q3 | $3.75M | Sell |
46,657
-4,873
| -9% | -$391K | 0.27% | 63 |
|
|
2019
Q2 | $4.12M | Buy |
51,530
+6,229
| +14% | +$498K | 0.31% | 54 |
|
|
2019
Q1 | $3.6M | Sell |
45,301
-967
| -2% | -$76.7K | 0.27% | 59 |
|
|
2018
Q4 | $3.37M | Buy |
46,268
+1,022
| +2% | +$74.5K | 0.3% | 55 |
|
|
2018
Q3 | $3.06M | Sell |
45,246
-582
| -1% | -$39.4K | 0.25% | 62 |
|
|
2018
Q2 | $2.65M | Sell |
45,828
-3,162
| -6% | -$183K | 0.24% | 63 |
|
|
2018
Q1 | $2.55M | Sell |
48,990
-6,982
| -12% | -$363K | 0.24% | 64 |
|
|
2017
Q4 | $3.01M | Buy |
55,972
+2,323
| +4% | +$125K | 0.29% | 57 |
|
|
2017
Q3 | $3.28M | Sell |
53,649
-3,356
| -6% | -$205K | 0.36% | 45 |
|
|
2017
Q2 | $3.49M | Buy |
57,005
+12,129
| +27% | +$742K | 0.41% | 39 |
|
|
2017
Q1 | $2.72M | Buy |
44,876
+3,230
| +8% | +$196K | 0.39% | 41 |
|
|
2016
Q4 | $2.34M | Sell |
41,646
-711
| -2% | -$39.9K | 0.35% | 43 |
|
|
2016
Q3 | $2.52M | Sell |
42,357
-988
| -2% | -$58.8K | 0.39% | 42 |
|
|
2016
Q2 | $2.38M | Buy |
43,345
+1,888
| +5% | +$104K | 0.4% | 41 |
|
|
2016
Q1 | $2.09M | Buy |
41,457
+983
| +2% | +$49.6K | 0.37% | 47 |
|
|
2015
Q4 | $2.04M | Buy |
+40,474
| New | +$2.04M | 0.38% | 45 |
|