FirstPurpose Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $365K | Buy |
2,880
+7
| +0.2% | +$887 | 0.13% | 140 |
|
|
2023
Q4 | $313K | Buy |
2,873
+175
| +6% | +$19.1K | 0.12% | 148 |
|
|
2023
Q3 | $278K | Buy |
2,698
+68
| +3% | +$7K | 0.12% | 150 |
|
|
2023
Q2 | $303K | Sell |
2,630
-585
| -18% | -$67.5K | 0.13% | 139 |
|
|
2023
Q1 | $342K | Buy |
3,215
+55
| +2% | +$5.85K | 0.17% | 108 |
|
|
2022
Q4 | $351K | Buy |
3,160
+109
| +4% | +$12.1K | 0.2% | 95 |
|
|
2022
Q3 | $263K | Buy |
3,051
+83
| +3% | +$7.16K | 0.17% | 107 |
|
|
2022
Q2 | $271K | Buy |
2,968
+172
| +6% | +$15.7K | 0.18% | 102 |
|
|
2022
Q1 | $229K | Buy |
+2,796
| New | +$229K | 0.18% | 118 |
|