Disciplined Investments’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-651
| Closed | -$75.1K | – | 1003 |
|
2023
Q2 | $75.1K | Sell |
651
-12
| -2% | -$1.39K | 0.04% | 175 |
|
2023
Q1 | $70.5K | Buy |
663
+2
| +0.3% | +$213 | 0.03% | 200 |
|
2022
Q4 | $73.3K | Buy |
661
+25
| +4% | +$2.77K | 0.04% | 173 |
|
2022
Q3 | $55K | Sell |
636
-10
| -2% | -$865 | 0.03% | 209 |
|
2022
Q2 | $59K | Buy |
646
+42
| +7% | +$3.84K | 0.03% | 207 |
|
2022
Q1 | $50K | Buy |
604
+118
| +24% | +$9.77K | 0.02% | 222 |
|
2021
Q4 | $37K | Hold |
486
| – | – | 0.02% | 240 |
|
2021
Q3 | $37K | Hold |
486
| – | – | 0.02% | 225 |
|
2021
Q2 | $38K | Sell |
486
-50
| -9% | -$3.91K | 0.02% | 215 |
|
2021
Q1 | $39K | Hold |
536
| – | – | 0.02% | 192 |
|
2020
Q4 | $42K | Sell |
536
-194
| -27% | -$15.2K | 0.03% | 160 |
|
2020
Q3 | $58K | Hold |
730
| – | – | 0.04% | 145 |
|
2020
Q2 | $54K | Hold |
730
| – | – | 0.04% | 155 |
|
2020
Q1 | $54K | Hold |
730
| – | – | 0.05% | 147 |
|
2019
Q4 | $63K | Buy |
+730
| New | +$63K | 0.05% | 149 |
|