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