Delos 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 |
-400
| Closed | -$39.8K | – | 137 |
|
|
2024
Q4 | $39.8K | Hold |
400
| – | – | 0.03% | 81 |
|
|
2024
Q3 | $45.4K | Sell |
400
-36
| -8% | -$4.09K | 0.04% | 81 |
|
|
2024
Q2 | $54K | Hold |
436
| – | – | 0.05% | 77 |
|
|
2024
Q1 | $57.5K | Buy |
436
+36
| +9% | +$4.75K | 0.06% | 67 |
|
|
2023
Q4 | $43.6K | Sell |
400
-20
| -5% | -$2.18K | 0.06% | 63 |
|
|
2023
Q3 | $45.8K | Hold |
420
| – | – | 0.06% | 72 |
|
|
2023
Q2 | $48.5K | Hold |
420
| – | – | 0.06% | 66 |
|
|
2023
Q1 | $44.7K | Hold |
420
| – | – | 0.06% | 66 |
|
|
2022
Q4 | $46.6K | Hold |
420
| – | – | 0.07% | 61 |
|
|
2022
Q3 | $36K | Hold |
420
| – | – | 0.04% | 63 |
|
|
2022
Q2 | $38K | Hold |
420
| – | – | 0.04% | 65 |
|
|
2022
Q1 | $34K | Sell |
420
-186
| -31% | -$15.1K | 0.03% | 85 |
|
|
2021
Q4 | $46K | Buy |
+606
| New | +$46K | 0.04% | 81 |
|