Abound Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $231K | Buy |
2,920
+510
| +21% | +$40.4K | 0.07% | 68 |
|
2025
Q1 | $216K | Buy |
2,410
+1,455
| +152% | +$131K | 0.07% | 65 |
|
2024
Q4 | $95K | Sell |
955
-237
| -20% | -$23.6K | 0.03% | 109 |
|
2024
Q3 | $135K | Buy |
1,192
+156
| +15% | +$17.7K | 0.05% | 84 |
|
2024
Q2 | $128K | Sell |
1,036
-69
| -6% | -$8.54K | 0.05% | 74 |
|
2024
Q1 | $146K | Sell |
1,105
-786
| -42% | -$104K | 0.06% | 71 |
|
2023
Q4 | $206K | Sell |
1,891
-24
| -1% | -$2.62K | 0.08% | 58 |
|
2023
Q3 | $197K | Buy |
1,915
+34
| +2% | +$3.5K | 0.08% | 52 |
|
2023
Q2 | $217K | Buy |
1,881
+176
| +10% | +$20.3K | 0.09% | 49 |
|
2023
Q1 | $181K | Buy |
1,705
+141
| +9% | +$15K | 0.08% | 54 |
|
2022
Q4 | $174K | Sell |
1,564
-17
| -1% | -$1.89K | 0.09% | 51 |
|
2022
Q3 | $136K | Buy |
+1,581
| New | +$136K | 0.07% | 49 |
|