Bennett Associates 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
Q1 | – | Sell |
-2,190
| Closed | -$218K | – | 48 |
|
|
2024
Q4 | $218K | Buy |
2,190
+323
| +17% | +$32.1K | 0.18% | 46 |
|
|
2024
Q3 | $212K | Sell |
1,867
-61
| -3% | -$6.93K | 0.17% | 44 |
|
|
2024
Q2 | $239K | Buy |
1,928
+84
| +5% | +$10.4K | 0.22% | 38 |
|
|
2024
Q1 | $243K | Sell |
1,844
-90
| -5% | -$11.9K | 0.22% | 37 |
|
|
2023
Q4 | $211K | Buy |
+1,934
| New | +$211K | 0.21% | 38 |
|