Foundation Wealth Management (Missouri)’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,851
Closed -$1.12M 38
2023
Q3
$1.12M Sell
10,851
-50
-0.5% -$5.15K 1.12% 22
2023
Q2
$1.26M Buy
10,901
+50
+0.5% +$5.77K 1.23% 20
2023
Q1
$1.15M Sell
10,851
-2,668
-20% -$284K 1.19% 20
2022
Q4
$1.5M Buy
+13,519
New +$1.5M 1.52% 20