Number of Shares
222,832.00
Current Holdings Value*
$18.48 Mil
% of Portfolio
4.67%
Total Estimate Gain
$-494,741.11
% of Total Estimate Gain
-2.70%

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 $79.51, Lucia Wealth Services, LLC's estimated gain on his MRK holdings is $-494,741.11, reflecting a -2.70% gain to date.

Lucia Wealth Services, LLC MRK ($79.51) Holding Chart

Lucia Wealth Services, LLC MRK ($79.51) 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 %

Top Ranked Articles

  • 1