Wunderlich Capital Managemnt’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.02M | Buy |
8,221
+494
| +6% | +$61.2K | 0.45% | 61 |
|
|
2024
Q1 | $1.02M | Sell |
7,727
-236
| -3% | -$31.1K | 0.46% | 63 |
|
|
2023
Q4 | $868K | Buy |
+7,963
| New | +$868K | 0.39% | 65 |
|
|
2021
Q1 | – | Sell |
-16,533
| Closed | -$1.29M | – | 84 |
|
|
2020
Q4 | $1.29M | Buy |
16,533
+196
| +1% | +$15.3K | 0.71% | 64 |
|
|
2020
Q3 | $1.29M | Buy |
16,337
+4,087
| +33% | +$323K | 0.8% | 60 |
|
|
2020
Q2 | $904K | Buy |
12,250
+456
| +4% | +$33.7K | 0.63% | 61 |
|
|
2020
Q1 | $866K | Sell |
11,794
-38
| -0.3% | -$2.79K | 0.71% | 58 |
|
|
2019
Q4 | $1.03M | Buy |
11,832
+34
| +0.3% | +$2.95K | 0.65% | 69 |
|
|
2019
Q3 | $948K | Buy |
11,798
+475
| +4% | +$38.2K | 0.65% | 67 |
|
|
2019
Q2 | $906K | Buy |
+11,323
| New | +$906K | 0.6% | 70 |
|