INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Merck & Co., Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$807,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.54%
quarter
Merck & Co., Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.64% | -1K shares | -139K | $86.12 | 9.37K |
| Q2 2022 | share | Increase | +10.56% | 991 shares | 176K | $91.17 | 10.37K |
| Q1 2022 | share | Increase | +0.01% | 1 shares | 51K | $82.05 | 9.38K |
| Q4 2021 | share | Increase | +1.50% | 139 shares | 25K | $77.14 | 9.38K |
| Q3 2021 | share | Decrease | -2.63% | -250 shares | -44K | $75.11 | 9.24K |
| Q2 2021 | share | Decrease | -4.68% | -466 shares | 5K | $77.08 | 9.49K |
| Q1 2021 | share | Decrease | -1.09% | -110 shares | -53K | $72.28 | 9.96K |
| Q4 2020 | share | Increase | +8.95% | 827 shares | 54K | $76.03 | 10.07K |
| Q3 2020 | share | Increase | +3.69% | 329 shares | 74K | $76.48 | 9.24K |
| Q2 2020 | share | Increase | +3.76% | 323 shares | 27K | $70.79 | 8.91K |
| Q1 2020 | share | Increase | +5.24% | 428 shares | -77K | $69.87 | 8.59K |
| Q4 2019 | share | Decrease | -0.24% | -20 shares | 51K | $81.94 | 8.16K |
| Q3 2019 | share | Decrease | -23.61% | -2.52K shares | -200K | $75.33 | 8.18K |
| Q2 2019 | share | Decrease | -9.51% | -1.12K shares | -82K | $74.54 | 10.71K |
| Q1 2019 | share | Decrease | -0.29% | -35 shares | 73K | $73.45 | 11.83K |
| Q4 2018 | share | Increase | +2.20% | 256 shares | 88K | $67.02 | 11.87K |
| Q3 2018 | share | Increase | +7.36% | 796 shares | 155K | $61.78 | 11.61K |
| Q2 2018 | share | Increase | +3.82% | 398 shares | 38K | $52.5 | 10.82K |
| Q1 2018 | share | Decrease | -16.86% | -2.11K shares | -91K | $46.75 | 10.42K |
| Q4 2017 | share | Increase | +0.93% | 115 shares | -84K | $47.88 | 12.53K |
| Q3 2017 | share | Increase | +5.05% | 597 shares | 37K | $54.01 | 12.42K |
| Q2 2017 | share | Increase | 0.00% | 11.82K shares | 723K | $53.68 | 11.82K |