Elwood & Goetz Wealth Advisory Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,410
| Closed | -$339K | – | 103 |
|
|
2024
Q4 | $339K | Buy |
3,410
+8
| +0.2% | +$796 | 0.08% | 68 |
|
|
2024
Q3 | $386K | Hold |
3,402
| – | – | 0.1% | 64 |
|
|
2024
Q2 | $421K | Hold |
3,402
| – | – | 0.12% | 48 |
|
|
2024
Q1 | $449K | Buy |
3,402
+400
| +13% | +$52.8K | 0.11% | 52 |
|
|
2023
Q4 | $327K | Buy |
3,002
+122
| +4% | +$13.3K | 0.07% | 62 |
|
|
2023
Q3 | $296K | Buy |
+2,880
| New | +$296K | 0.07% | 59 |
|