Curi 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
Q1 | – | Sell |
-106,253
| Closed | -$11.6M | – | 89 |
|
|
2023
Q4 | $11.6M | Sell |
106,253
-615
| -0.6% | -$67K | 1.6% | 21 |
|
|
2023
Q3 | $11M | Sell |
106,868
-800
| -0.7% | -$82.4K | 1.69% | 21 |
|
|
2023
Q2 | $12.4M | Sell |
107,668
-3,327
| -3% | -$384K | 1.68% | 20 |
|
|
2023
Q1 | $11.8M | Sell |
110,995
-6,183
| -5% | -$658K | 1.7% | 20 |
|
|
2022
Q4 | $13M | Sell |
117,178
-3,033
| -3% | -$337K | 1.82% | 19 |
|
|
2022
Q3 | $10.4M | Buy |
120,211
+5,367
| +5% | +$462K | 1.71% | 22 |
|
|
2022
Q2 | $10.5M | Buy |
114,844
+244
| +0.2% | +$22.2K | 2.02% | 19 |
|
|
2022
Q1 | $9.4M | Sell |
114,600
-2,643
| -2% | -$217K | 1.63% | 26 |
|
|
2021
Q4 | $8.99M | Buy |
+117,243
| New | +$8.99M | 1.55% | 28 |
|
|
2021
Q1 | – | Sell |
-380
| Closed | -$29K | – | 340 |
|
|
2020
Q4 | $29K | Buy |
+380
| New | +$29K | 0.02% | 184 |
|