Aletheian Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,614
| Closed | -$235K | – | 102 |
|
|
2025
Q1 | $235K | Buy |
+2,614
| New | +$235K | 0.13% | 82 |
|
|
2024
Q4 | – | Sell |
-2,080
| Closed | -$236K | – | 83 |
|
|
2024
Q3 | $236K | Sell |
2,080
-348
| -14% | -$39.5K | 0.14% | 73 |
|
|
2024
Q2 | $301K | Buy |
2,428
+332
| +16% | +$41.1K | 0.16% | 73 |
|
|
2024
Q1 | $277K | Buy |
+2,096
| New | +$277K | 0.15% | 72 |
|
|
2023
Q3 | – | Sell |
-1,930
| Closed | -$223K | – | 79 |
|
|
2023
Q2 | $223K | Buy |
+1,930
| New | +$223K | 0.15% | 76 |
|