Baron Financial Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,993
| Closed | -$263K | – | 50 |
|
|
2024
Q1 | $263K | Hold |
1,993
| – | – | 0.16% | 44 |
|
|
2023
Q4 | $217K | Hold |
1,993
| – | – | 0.14% | 49 |
|
|
2023
Q3 | $205K | Hold |
1,993
| – | – | 0.13% | 46 |
|
|
2023
Q2 | $230K | Sell |
1,993
-29
| -1% | -$3.35K | 0.14% | 45 |
|
|
2023
Q1 | $215K | Buy |
2,022
+22
| +1% | +$2.34K | 0.14% | 51 |
|
|
2022
Q4 | $222K | Buy |
+2,000
| New | +$222K | 0.15% | 51 |
|
|
2022
Q3 | – | Sell |
-2,110
| Closed | -$192K | – | 139 |
|
|
2022
Q2 | $192K | Hold |
2,110
| – | – | 0.13% | 45 |
|
|
2022
Q1 | $173K | Sell |
2,110
-68
| -3% | -$5.58K | 0.1% | 50 |
|
|
2021
Q4 | $167K | Buy |
2,178
+10
| +0.5% | +$766 | 0.09% | 51 |
|
|
2021
Q3 | $163K | Buy |
2,168
+100
| +5% | +$7.51K | 0.1% | 50 |
|
|
2021
Q2 | $161K | Sell |
2,068
-99
| -5% | -$7.7K | 0.1% | 51 |
|
|
2021
Q1 | $159K | Buy |
2,167
+314
| +17% | +$23.1K | 0.11% | 50 |
|
|
2020
Q4 | $145K | Hold |
1,853
| – | – | 0.12% | 53 |
|
|
2020
Q3 | $147K | Buy |
+1,853
| New | +$147K | 0.14% | 48 |
|