Endowment Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,481
| Closed | -$223K | – | 162 |
|
|
2025
Q1 | $223K | Buy |
2,481
+188
| +8% | +$16.9K | 0.14% | 127 |
|
|
2024
Q4 | $228K | Sell |
2,293
-317
| -12% | -$31.5K | 0.15% | 120 |
|
|
2024
Q3 | $296K | Buy |
2,610
+68
| +3% | +$7.72K | 0.2% | 100 |
|
|
2024
Q2 | $315K | Sell |
2,542
-16
| -0.6% | -$1.98K | 0.23% | 95 |
|
|
2024
Q1 | $338K | Sell |
2,558
-79
| -3% | -$10.4K | 0.25% | 87 |
|
|
2023
Q4 | $288K | Buy |
2,637
+81
| +3% | +$8.83K | 0.24% | 97 |
|
|
2023
Q3 | $263K | Buy |
2,556
+543
| +27% | +$55.9K | 0.24% | 105 |
|
|
2023
Q2 | $232K | Sell |
2,013
-171
| -8% | -$19.7K | 0.21% | 114 |
|
|
2023
Q1 | $232K | Sell |
2,184
-115
| -5% | -$12.2K | 0.23% | 111 |
|
|
2022
Q4 | $255K | Buy |
+2,299
| New | +$255K | 0.28% | 99 |
|