Fortis Capital Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Sell |
2,585
-105
| -4% | -$8.31K | 0.04% | 227 |
|
2025
Q1 | $241K | Buy |
+2,690
| New | +$241K | 0.05% | 225 |
|
2023
Q2 | – | Sell |
-993
| Closed | -$106K | – | 424 |
|
2023
Q1 | $106K | Buy |
993
+15
| +2% | +$1.6K | 0.06% | 171 |
|
2022
Q4 | $109K | Buy |
+978
| New | +$109K | 0.06% | 203 |
|