Capital Insight Partners’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,972
Closed -$244K 161
2024
Q2
$244K Sell
1,972
-175
-8% -$21.7K 0.05% 145
2024
Q1
$283K Sell
2,147
-9
-0.4% -$1.19K 0.05% 147
2023
Q4
$235K Sell
2,156
-47
-2% -$5.12K 0.05% 156
2023
Q3
$227K Sell
2,203
-95
-4% -$9.78K 0.05% 154
2023
Q2
$265K Sell
2,298
-242
-10% -$27.9K 0.06% 148
2023
Q1
$270K Buy
2,540
+284
+13% +$30.2K 0.06% 148
2022
Q4
$250K Buy
+2,256
New +$250K 0.06% 146