Financial Synergies Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,093
| Closed | -$144K | – | 300 |
|
|
2024
Q1 | $144K | Buy |
1,093
+495
| +83% | +$65.3K | 0.02% | 85 |
|
|
2023
Q4 | $66.3K | Sell |
598
-392
| -40% | -$43.5K | 0.01% | 88 |
|
|
2023
Q3 | $102K | Sell |
990
-131
| -12% | -$13.5K | 0.01% | 85 |
|
|
2023
Q2 | $129K | Buy |
1,121
+2
| +0.2% | +$231 | 0.02% | 77 |
|
|
2023
Q1 | $119K | Buy |
1,119
+521
| +87% | +$55.4K | 0.02% | 79 |
|
|
2022
Q4 | $66.3K | Buy |
598
+261
| +77% | +$29K | 0.01% | 88 |
|
|
2022
Q3 | $29K | Buy |
337
+137
| +69% | +$11.8K | 0.01% | 112 |
|
|
2022
Q2 | $18.2K | Buy |
+200
| New | +$18.2K | ﹤0.01% | 137 |
|