YorkBridge Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.17M | Sell |
28,548
-3,051
| -10% | -$339K | 0.8% | 31 |
|
|
2022
Q3 | $2.72M | Buy |
31,599
+3,267
| +12% | +$281K | 0.7% | 35 |
|
|
2022
Q2 | $2.58M | Sell |
28,332
-629
| -2% | -$57.3K | 0.68% | 37 |
|
|
2022
Q1 | $2.38M | Buy |
28,961
+283
| +1% | +$23.2K | 0.52% | 48 |
|
|
2021
Q4 | $2.2M | Sell |
28,678
-66
| -0.2% | -$5.06K | 0.49% | 54 |
|
|
2021
Q3 | $2.16M | Buy |
28,744
+251
| +0.9% | +$18.9K | 0.54% | 52 |
|
|
2021
Q2 | $2.22M | Sell |
28,493
-878
| -3% | -$68.3K | 0.58% | 49 |
|
|
2021
Q1 | $2.16M | Buy |
29,371
+12,369
| +73% | +$910K | 0.64% | 44 |
|
|
2020
Q4 | $1.33M | Buy |
17,002
+558
| +3% | +$43.6K | 0.44% | 60 |
|
|
2020
Q3 | $1.3M | Buy |
16,444
+789
| +5% | +$62.5K | 0.55% | 55 |
|
|
2020
Q2 | $1.16M | Buy |
15,655
+4
| +0% | +$295 | 0.53% | 57 |
|
|
2020
Q1 | $1.15M | Sell |
15,651
-252
| -2% | -$18.5K | 0.71% | 50 |
|
|
2019
Q4 | $1.38M | Buy |
15,903
+236
| +2% | +$20.5K | 0.63% | 51 |
|
|
2019
Q3 | $1.26M | Buy |
15,667
+204
| +1% | +$16.4K | 0.63% | 51 |
|
|
2019
Q2 | $1.24M | Sell |
15,463
-2,634
| -15% | -$211K | 0.55% | 51 |
|
|
2019
Q1 | $1.44M | Sell |
18,097
-2,697
| -13% | -$214K | 0.66% | 42 |
|
|
2018
Q4 | $1.52M | Sell |
20,794
-117
| -0.6% | -$8.53K | 0.8% | 35 |
|
|
2018
Q3 | $1.43M | Sell |
20,911
-410
| -2% | -$28K | 0.65% | 45 |
|
|
2018
Q2 | $1.24M | Buy |
21,321
+788
| +4% | +$45.6K | 0.54% | 51 |
|
|
2018
Q1 | $1.11M | Buy |
20,533
+738
| +4% | +$40K | 0.51% | 56 |
|
|
2017
Q4 | $1.07M | Sell |
19,795
-972
| -5% | -$52.3K | 0.51% | 51 |
|
|
2017
Q3 | $1.27M | Buy |
20,767
+893
| +4% | +$54.6K | 0.66% | 43 |
|
|
2017
Q2 | $1.22M | Sell |
19,874
-313
| -2% | -$19.2K | 0.65% | 46 |
|
|
2017
Q1 | $1.21M | Buy |
20,187
+894
| +5% | +$53.5K | 0.63% | 44 |
|
|
2016
Q4 | $1.15M | Buy |
+19,293
| New | +$1.15M | 0.68% | 39 |
|