Lucia Wealth Services, LLC MRK Holdings History
Lucia Wealth Services, LLC's Merck & Co Inc Holding Summary
As of 2020-09-30, Lucia Wealth Services, LLC held 222,832.00 shares of Merck & Co Inc(MRK), totaling $18.48 Mil. This investment constitutes 4.67% of their stock portfolio, and Lucia Wealth Services, LLC now holds 0.01% of the outstanding Merck & Co Inc(MRK) stock.
The initial trade took place in 2018Q2. And since then Lucia Wealth Services, LLC has made 8 purchases of MRK, at an average price of $81.70, for a total of 224,376.00 shares. In addition, there have been 2 sales at an average price of $77.23 for 1,544.00 shares. Based on historical transaction data and MRK's current price of $84.11, Lucia Wealth Services, LLC's estimated gain on his MRK holdings is $530,286.09, reflecting a 2.89% gain to date.
Lucia Wealth Services, LLC MRK ($84.11) Holding Chart
Lucia Wealth Services, LLC MRK ($84.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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