Windsor Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $323K | Buy |
3,140
+244
| +8% | +$25.1K | 0.06% | 122 |
|
|
2023
Q2 | $334K | Buy |
2,896
+6
| +0.2% | +$692 | 0.06% | 120 |
|
|
2023
Q1 | $325K | Sell |
2,890
-125
| -4% | -$14.1K | 0.06% | 123 |
|
|
2022
Q4 | $346K | Buy |
3,015
+13
| +0.4% | +$1.49K | 0.07% | 115 |
|
|
2022
Q3 | $263K | Sell |
3,002
-334
| -10% | -$29.3K | 0.07% | 122 |
|
|
2022
Q2 | $311K | Sell |
3,336
-6,469
| -66% | -$603K | 0.08% | 116 |
|
|
2022
Q1 | $860K | Buy |
9,805
+212
| +2% | +$18.6K | 0.16% | 114 |
|
|
2021
Q4 | $739K | Buy |
9,593
+153
| +2% | +$11.8K | 0.14% | 127 |
|
|
2021
Q3 | $768K | Sell |
9,440
-288
| -3% | -$23.4K | 0.16% | 121 |
|
|
2021
Q2 | $757K | Sell |
9,728
-3,373
| -26% | -$262K | 0.16% | 122 |
|
|
2021
Q1 | $964K | Buy |
13,101
+2,001
| +18% | +$147K | 0.23% | 90 |
|
|
2020
Q4 | $866K | Sell |
11,100
-787
| -7% | -$61.4K | 0.22% | 93 |
|
|
2020
Q3 | $894K | Sell |
11,887
-776
| -6% | -$58.4K | 0.26% | 82 |
|
|
2020
Q2 | $934K | Buy |
12,663
+101
| +0.8% | +$7.45K | 0.3% | 77 |
|
|
2020
Q1 | $922K | Sell |
12,562
-2,206
| -15% | -$162K | 0.37% | 63 |
|
|
2019
Q4 | $1.28M | Buy |
14,768
+2,523
| +21% | +$219K | 0.47% | 52 |
|
|
2019
Q3 | $954K | Sell |
12,245
-1,922
| -14% | -$150K | 0.42% | 61 |
|
|
2019
Q2 | $1.15M | Buy |
14,167
+1,768
| +14% | +$143K | 0.5% | 52 |
|
|
2019
Q1 | $984K | Buy |
12,399
+434
| +4% | +$34.4K | 0.55% | 51 |
|
|
2018
Q4 | $872K | Sell |
11,965
-2,722
| -19% | -$198K | 0.6% | 44 |
|
|
2018
Q3 | $994K | Buy |
14,687
+8,212
| +127% | +$556K | 0.65% | 36 |
|
|
2018
Q2 | $375K | Sell |
6,475
-956
| -13% | -$55.4K | 0.29% | 91 |
|
|
2018
Q1 | $386K | Buy |
7,431
+694
| +10% | +$36.1K | 0.33% | 86 |
|
|
2017
Q4 | $362K | Buy |
+6,737
| New | +$362K | 0.31% | 83 |
|