Curran Financial Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $224K | Sell |
2,834
-222
| -7% | -$17.6K | 0.05% | 111 |
|
2025
Q1 | $274K | Buy |
+3,056
| New | +$274K | 0.07% | 81 |
|
2024
Q4 | – | Sell |
-2,076
| Closed | -$236K | – | 98 |
|
2024
Q3 | $236K | Buy |
2,076
+134
| +7% | +$15.2K | 0.07% | 83 |
|
2024
Q2 | $240K | Buy |
1,942
+37
| +2% | +$4.58K | 0.08% | 79 |
|
2024
Q1 | $251K | Hold |
1,905
| – | – | 0.09% | 73 |
|
2023
Q4 | $227K | Buy |
+1,905
| New | +$227K | 0.09% | 73 |
|
2023
Q3 | – | Sell |
-1,921
| Closed | -$222K | – | 79 |
|
2023
Q2 | $222K | Sell |
1,921
-1
| -0.1% | -$115 | 0.1% | 69 |
|
2023
Q1 | $204K | Buy |
+1,922
| New | +$204K | 0.1% | 64 |
|