Fingerlakes Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,981
| Closed | -$225K | – | 87 |
|
|
2024
Q3 | $225K | Sell |
1,981
-28
| -1% | -$3.18K | 0.19% | 84 |
|
|
2024
Q2 | $249K | Buy |
2,009
+2
| +0.1% | +$248 | 0.22% | 80 |
|
|
2024
Q1 | $265K | Buy |
2,007
+13
| +0.7% | +$1.72K | 0.26% | 78 |
|
|
2023
Q4 | $217K | Sell |
1,994
-128
| -6% | -$14K | 0.23% | 82 |
|
|
2023
Q3 | $218K | Sell |
2,122
-55
| -3% | -$5.66K | 0.27% | 79 |
|
|
2023
Q2 | $251K | Sell |
2,177
-166
| -7% | -$19.2K | 0.29% | 80 |
|
|
2023
Q1 | $249K | Buy |
2,343
+5
| +0.2% | +$532 | 0.31% | 81 |
|
|
2022
Q4 | $259K | Buy |
2,338
+16
| +0.7% | +$1.78K | 0.36% | 78 |
|
|
2022
Q3 | $200K | Sell |
2,322
-159
| -6% | -$13.7K | 0.29% | 82 |
|
|
2022
Q2 | $226K | Sell |
2,481
-226
| -8% | -$20.6K | 0.31% | 83 |
|
|
2022
Q1 | $222K | Buy |
2,707
+23
| +0.9% | +$1.89K | 0.26% | 91 |
|
|
2021
Q4 | $204K | Buy |
+2,684
| New | +$204K | 0.23% | 90 |
|