Briaud Financial Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Hold |
186
| – | – | 0.01% | 212 |
|
|
2025
Q1 | $16K | Hold |
186
| – | – | 0.01% | 138 |
|
|
2024
Q4 | $18K | Hold |
186
| – | – | 0.01% | 129 |
|
|
2024
Q3 | $21K | Sell |
186
-500
| -73% | -$56.5K | 0.01% | 94 |
|
|
2024
Q2 | $84K | Buy |
686
+500
| +269% | +$61.2K | 0.05% | 43 |
|
|
2024
Q1 | $25K | Buy |
+186
| New | +$25K | 0.01% | 80 |
|
|
2023
Q4 | – | Sell |
-217
| Closed | -$22K | – | 107 |
|
|
2023
Q3 | $22K | Buy |
+217
| New | +$22K | 0.02% | 84 |
|