Elk River Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,878
| Closed | -$215K | – | 101 |
|
2024
Q3 | $215K | Hold |
1,878
| – | – | 0.04% | 94 |
|
2024
Q2 | $234K | Hold |
1,878
| – | – | 0.05% | 83 |
|
2024
Q1 | $249K | Sell |
1,878
-391
| -17% | -$51.9K | 0.05% | 87 |
|
2023
Q4 | $249K | Sell |
2,269
-35
| -2% | -$3.84K | 0.05% | 100 |
|
2023
Q3 | $239K | Hold |
2,304
| – | – | 0.05% | 95 |
|
2023
Q2 | $268K | Buy |
2,304
+100
| +5% | +$11.6K | 0.06% | 91 |
|
2023
Q1 | $236K | Hold |
2,204
| – | – | 0.05% | 95 |
|
2022
Q4 | $246K | Buy |
+2,204
| New | +$246K | 0.06% | 97 |
|