Fortress 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 |
-1,861
| Closed | -$211K | – | 73 |
|
2024
Q3 | $211K | Sell |
1,861
-22
| -1% | -$2.5K | 0.11% | 68 |
|
2024
Q2 | $233K | Buy |
1,883
+1
| +0.1% | +$124 | 0.12% | 65 |
|
2024
Q1 | $248K | Hold |
1,882
| – | – | 0.13% | 62 |
|
2023
Q4 | $205K | Buy |
+1,882
| New | +$205K | 0.11% | 61 |
|
2023
Q3 | – | Sell |
-1,893
| Closed | -$218K | – | 61 |
|
2023
Q2 | $218K | Hold |
1,893
| – | – | 0.14% | 59 |
|
2023
Q1 | $201K | Hold |
1,893
| – | – | 0.14% | 58 |
|
2022
Q4 | $210K | Buy |
+1,893
| New | +$210K | 0.17% | 54 |
|