WFWM
Wechter Feldman Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $760K | Hold |
9,773
| – | – | 0.53% | 14 |
|
|
2021
Q1 | $753K | Hold |
9,773
| – | – | 0.56% | 14 |
|
|
2020
Q4 | $799K | Hold |
9,773
| – | – | 0.59% | 14 |
|
|
2020
Q3 | $811K | Hold |
9,773
| – | – | 0.64% | 15 |
|
|
2020
Q2 | $756K | Hold |
9,773
| – | – | 0.69% | 16 |
|
|
2020
Q1 | $752K | Sell |
9,773
-800
| -8% | -$61.6K | 1.84% | 12 |
|
|
2019
Q4 | $962K | Sell |
10,573
-47
| -0.4% | -$4.28K | 0.64% | 19 |
|
|
2019
Q3 | $894K | Hold |
10,620
| – | – | 0.56% | 20 |
|
|
2019
Q2 | $890K | Hold |
10,620
| – | – | 0.59% | 20 |
|
|
2019
Q1 | $883K | Hold |
10,620
| – | – | 0.58% | 20 |
|
|
2018
Q4 | $811K | Hold |
10,620
| – | – | 0.78% | 16 |
|
|
2018
Q3 | $753K | Hold |
10,620
| – | – | 0.46% | 23 |
|
|
2018
Q2 | $645K | Hold |
10,620
| – | – | 0.44% | 22 |
|
|
2018
Q1 | $578K | Hold |
10,620
| – | – | 0.41% | 22 |
|
|
2017
Q4 | $598K | Hold |
10,620
| – | – | 0.42% | 21 |
|
|
2017
Q3 | $680K | Sell |
10,620
-156
| -1% | -$9.99K | 0.52% | 16 |
|
|
2017
Q2 | $691K | Hold |
10,776
| – | – | 0.55% | 15 |
|
|
2017
Q1 | $685K | Hold |
10,776
| – | – | 0.47% | 19 |
|
|
2016
Q4 | $634K | Buy |
+10,776
| New | +$634K | 0.42% | 22 |
|