Beam Wealth Advisors’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 |
-2,939
| Closed | -$388K | – | 136 |
|
|
2024
Q1 | $388K | Buy |
2,939
+126
| +4% | +$16.6K | 0.23% | 70 |
|
|
2023
Q4 | $307K | Buy |
2,813
+28
| +1% | +$3.05K | 0.19% | 78 |
|
|
2023
Q3 | $287K | Buy |
2,785
+212
| +8% | +$21.8K | 0.2% | 80 |
|
|
2023
Q2 | $297K | Buy |
2,573
+564
| +28% | +$65.1K | 0.21% | 79 |
|
|
2023
Q1 | $214K | Sell |
2,009
-15
| -0.7% | -$1.6K | 0.21% | 94 |
|
|
2022
Q4 | $225K | Buy |
+2,024
| New | +$225K | 0.23% | 90 |
|
|
2021
Q4 | – | Sell |
-2,971
| Closed | -$223K | – | 123 |
|
|
2021
Q3 | $223K | Buy |
+2,971
| New | +$223K | 0.19% | 127 |
|
|
2020
Q1 | – | Sell |
-2,763
| Closed | -$240K | – | 166 |
|
|
2019
Q4 | $240K | Buy |
+2,763
| New | +$240K | 0.22% | 128 |
|