DFPG Investments’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.38M | Buy |
20,757
+569
| +3% | +$65.3K | 0.19% | 129 |
|
|
2023
Q3 | $2.07M | Buy |
20,188
+4,611
| +30% | +$472K | 0.19% | 127 |
|
|
2023
Q2 | $1.65M | Buy |
15,577
+1,815
| +13% | +$192K | 0.15% | 145 |
|
|
2023
Q1 | $1.46M | Buy |
13,762
+6,624
| +93% | +$705K | 0.16% | 140 |
|
|
2022
Q4 | $793K | Buy |
7,138
+4,527
| +173% | +$503K | 0.13% | 180 |
|
|
2022
Q3 | $250K | Sell |
2,611
-491
| -16% | -$47K | 0.11% | 140 |
|
|
2022
Q2 | $286K | Buy |
+3,102
| New | +$286K | 0.12% | 122 |
|
|
2020
Q1 | – | Sell |
-2,673
| Closed | -$234K | – | 167 |
|
|
2019
Q4 | $234K | Sell |
2,673
-362
| -12% | -$31.7K | 0.15% | 133 |
|
|
2019
Q3 | $241K | Sell |
3,035
-635
| -17% | -$50.4K | 0.2% | 121 |
|
|
2019
Q2 | $297K | Sell |
3,670
-582
| -14% | -$47.1K | 0.28% | 107 |
|
|
2019
Q1 | $332K | Buy |
4,252
+84
| +2% | +$6.56K | 0.36% | 88 |
|
|
2018
Q4 | $304K | Buy |
+4,168
| New | +$304K | 0.4% | 85 |
|