Fi3 Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
7,185
+4,947
| +221% | +$395K | 0.21% | 42 |
|
|
2025
Q1 | $201K | Sell |
2,238
-1,028
| -31% | -$92.3K | 0.08% | 131 |
|
|
2024
Q4 | $327K | Buy |
3,266
+233
| +8% | +$23.4K | 0.12% | 73 |
|
|
2024
Q3 | $344K | Sell |
3,033
-127
| -4% | -$14.4K | 0.14% | 59 |
|
|
2024
Q2 | $391K | Sell |
3,160
-29
| -0.9% | -$3.59K | 0.17% | 44 |
|
|
2024
Q1 | $407K | Buy |
3,189
+667
| +26% | +$85K | 0.19% | 43 |
|
|
2023
Q4 | $275K | Buy |
2,522
+276
| +12% | +$30.1K | 0.13% | 56 |
|
|
2023
Q3 | $231K | Buy |
2,246
+263
| +13% | +$27.1K | 0.12% | 60 |
|
|
2023
Q2 | $229K | Sell |
1,983
-237
| -11% | -$27.3K | 0.12% | 60 |
|
|
2023
Q1 | $236K | Sell |
2,220
-55
| -2% | -$5.85K | 0.13% | 61 |
|
|
2022
Q4 | $252K | Buy |
+2,275
| New | +$252K | 0.14% | 54 |
|