Elevation Wealth 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 | $102K | Sell |
1,290
-269
| -17% | -$21.3K | 0.04% | 175 |
|
|
2025
Q1 | $140K | Buy |
1,559
+4
| +0.3% | +$359 | 0.06% | 134 |
|
|
2024
Q4 | $155K | Buy |
1,555
+4
| +0.3% | +$398 | 0.07% | 130 |
|
|
2024
Q3 | $176K | Buy |
1,551
+3
| +0.2% | +$341 | 0.08% | 124 |
|
|
2024
Q2 | $192K | Buy |
1,548
+3
| +0.2% | +$371 | 0.09% | 110 |
|
|
2024
Q1 | $204K | Sell |
1,545
-173
| -10% | -$22.8K | 0.1% | 107 |
|
|
2023
Q4 | $177K | Buy |
1,718
+730
| +74% | +$75.2K | 0.11% | 114 |
|
|
2023
Q3 | $102K | Buy |
988
+3
| +0.3% | +$309 | 0.09% | 92 |
|
|
2023
Q2 | $114K | Buy |
985
+4
| +0.4% | +$461 | 0.1% | 87 |
|
|
2023
Q1 | $104K | Buy |
+981
| New | +$104K | 0.1% | 95 |
|