Avaii 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 | $368K | Buy |
+4,646
| New | +$368K | 0.16% | 79 |
|
2024
Q3 | – | Sell |
-2,529
| Closed | -$313K | – | 144 |
|
2024
Q2 | $313K | Sell |
2,529
-84
| -3% | -$10.4K | 0.17% | 107 |
|
2024
Q1 | $345K | Sell |
2,613
-294
| -10% | -$38.8K | 0.2% | 94 |
|
2023
Q4 | $317K | Buy |
2,907
+881
| +43% | +$96.1K | 0.21% | 102 |
|
2023
Q3 | $209K | Sell |
2,026
-254
| -11% | -$26.1K | 0.16% | 130 |
|
2023
Q2 | $263K | Sell |
2,280
-98
| -4% | -$11.3K | 0.2% | 108 |
|
2023
Q1 | $253K | Sell |
2,378
-7
| -0.3% | -$745 | 0.22% | 109 |
|
2022
Q4 | $265K | Buy |
+2,385
| New | +$265K | 0.24% | 100 |
|