Cassady Schiller Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $117K | Buy |
1,176
+137
| +13% | +$13.6K | 0.04% | 153 |
|
|
2024
Q3 | $118K | Hold |
1,039
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $129K | Sell |
1,039
-652
| -39% | -$80.7K | 0.05% | 139 |
|
|
2024
Q1 | $223K | Buy |
1,691
+9
| +0.5% | +$1.19K | 0.1% | 109 |
|
|
2023
Q4 | $183K | Sell |
1,682
-70
| -4% | -$7.63K | 0.09% | 115 |
|
|
2023
Q3 | $180K | Sell |
1,752
-78
| -4% | -$8.03K | 0.1% | 109 |
|
|
2023
Q2 | $211K | Buy |
1,830
+161
| +10% | +$18.6K | 0.11% | 102 |
|
|
2023
Q1 | $178K | Hold |
1,669
| – | – | 0.08% | 110 |
|
|
2022
Q4 | $185K | Buy |
+1,669
| New | +$185K | 0.11% | 103 |
|
|
2022
Q1 | – | Sell |
-1,307
| Closed | -$100K | – | 408 |
|
|
2021
Q4 | $100K | Buy |
+1,307
| New | +$100K | 0.06% | 131 |
|