Bryant Woods Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,796
| Closed | -$207K | – | 43 |
|
2023
Q2 | $207K | Sell |
1,796
-121
| -6% | -$14K | 0.15% | 40 |
|
2023
Q1 | $204K | Buy |
1,917
+10
| +0.5% | +$1.06K | 0.16% | 39 |
|
2022
Q4 | $212K | Buy |
+1,907
| New | +$212K | 0.18% | 38 |
|
2022
Q3 | – | Sell |
-3,548
| Closed | -$324K | – | 40 |
|
2022
Q2 | $324K | Buy |
3,548
+19
| +0.5% | +$1.74K | 0.31% | 29 |
|
2022
Q1 | $290K | Buy |
+3,529
| New | +$290K | 0.23% | 30 |
|