Alaska Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,164
| Closed | -$246K | – | 86 |
|
|
2024
Q3 | $246K | Hold |
2,164
| – | – | 0.04% | 60 |
|
|
2024
Q2 | $268K | Hold |
2,164
| – | – | 0.04% | 59 |
|
|
2024
Q1 | $286K | Sell |
2,164
-100
| -4% | -$13.2K | 0.04% | 55 |
|
|
2023
Q4 | $247K | Sell |
2,264
-128
| -5% | -$14K | 0.04% | 57 |
|
|
2023
Q3 | $246K | Hold |
2,392
| – | – | 0.04% | 51 |
|
|
2023
Q2 | $276K | Buy |
2,392
+88
| +4% | +$10.2K | 0.04% | 52 |
|
|
2023
Q1 | $245K | Buy |
2,304
+250
| +12% | +$26.6K | 0.04% | 52 |
|
|
2022
Q4 | $228K | Buy |
+2,054
| New | +$228K | 0.04% | 56 |
|