Allegiance Financial Group Advisory Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $473K | Buy |
+5,920
| New | +$473K | 0.13% | 65 |
|
2025
Q1 | – | Sell |
-2,382
| Closed | -$237K | – | 149 |
|
2024
Q4 | $237K | Buy |
+2,382
| New | +$237K | 0.08% | 83 |
|
2024
Q3 | – | Sell |
-1,740
| Closed | -$215K | – | 81 |
|
2024
Q2 | $215K | Hold |
1,740
| – | – | 0.08% | 64 |
|
2024
Q1 | $230K | Buy |
+1,740
| New | +$230K | 0.09% | 64 |
|
2023
Q3 | – | Sell |
-1,740
| Closed | -$201K | – | 67 |
|
2023
Q2 | $201K | Buy |
+1,740
| New | +$201K | 0.12% | 62 |
|