FOCUS 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
Q4 | – | Sell |
-16,132
| Closed | -$1.83M | – | 64 |
|
|
2024
Q3 | $1.83M | Sell |
16,132
-197
| -1% | -$22.4K | 0.91% | 32 |
|
|
2024
Q2 | $2.02M | Sell |
16,329
-11
| -0.1% | -$1.36K | 1.04% | 26 |
|
|
2024
Q1 | $2.16M | Buy |
16,340
+4,695
| +40% | +$620K | 1.15% | 25 |
|
|
2023
Q4 | $1.27M | Sell |
11,645
-1,673
| -13% | -$182K | 0.8% | 33 |
|
|
2023
Q3 | $1.37M | Buy |
13,318
+600
| +5% | +$61.8K | 0.95% | 31 |
|
|
2023
Q2 | $1.47M | Buy |
+12,718
| New | +$1.47M | 0.99% | 29 |
|