Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,931
| Closed | -$211K | – | 79 |
|
|
2023
Q4 | $211K | Buy |
+1,931
| New | +$211K | 0.05% | 71 |
|
|
2023
Q3 | – | Sell |
-2,731
| Closed | -$315K | – | 75 |
|
|
2023
Q2 | $315K | Sell |
2,731
-25
| -0.9% | -$2.89K | 0.08% | 55 |
|
|
2023
Q1 | $293K | Sell |
2,756
-90
| -3% | -$9.58K | 0.07% | 56 |
|
|
2022
Q4 | $316K | Sell |
2,846
-200
| -7% | -$22.2K | 0.09% | 53 |
|
|
2022
Q3 | $275K | Sell |
3,046
-46
| -1% | -$4.15K | 0.1% | 56 |
|
|
2022
Q2 | $282K | Hold |
3,092
| – | – | 0.1% | 58 |
|
|
2022
Q1 | $254K | Sell |
3,092
-409
| -12% | -$33.6K | 0.08% | 70 |
|
|
2021
Q4 | $268K | Buy |
3,501
+154
| +5% | +$11.8K | 0.08% | 73 |
|
|
2021
Q3 | $251K | Hold |
3,347
| – | – | 0.08% | 72 |
|
|
2021
Q2 | $260K | Sell |
3,347
-148
| -4% | -$11.5K | 0.09% | 72 |
|
|
2021
Q1 | $257K | Buy |
3,495
+92
| +3% | +$6.77K | 0.1% | 65 |
|
|
2020
Q4 | $266K | Buy |
+3,403
| New | +$266K | 0.12% | 64 |
|