Consilio Wealth Advisors’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 |
-2,259
| Closed | -$225K | – | 78 |
|
|
2024
Q4 | $225K | Sell |
2,259
-201
| -8% | -$20K | 0.09% | 60 |
|
|
2024
Q3 | $279K | Buy |
2,460
+210
| +9% | +$23.8K | 0.12% | 54 |
|
|
2024
Q2 | $280K | Buy |
2,250
+105
| +5% | +$13.1K | 0.13% | 48 |
|
|
2024
Q1 | $283K | Buy |
+2,145
| New | +$283K | 0.13% | 50 |
|