B.O.S.S. Retirement 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 |
-60,321
| Closed | -$6.85M | – | 259 |
|
|
2024
Q3 | $6.85M | Buy |
60,321
+17,913
| +42% | +$2.03M | 1.38% | 16 |
|
|
2024
Q2 | $5.25M | Buy |
42,408
+7,784
| +22% | +$964K | 1.34% | 14 |
|
|
2024
Q1 | $3.77M | Sell |
34,624
-3,158
| -8% | -$344K | 1.44% | 14 |
|
|
2023
Q4 | $4.12M | Buy |
37,782
+13,281
| +54% | +$1.45M | 0.8% | 27 |
|
|
2023
Q3 | $2.52M | Buy |
24,501
+2,927
| +14% | +$301K | 0.54% | 46 |
|
|
2023
Q2 | $2.49M | Sell |
21,574
-6,636
| -24% | -$766K | 0.53% | 48 |
|
|
2023
Q1 | $3M | Buy |
28,210
+7,749
| +38% | +$824K | 0.71% | 32 |
|
|
2022
Q4 | $2.27M | Buy |
+20,461
| New | +$2.27M | 0.58% | 53 |
|