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