Genesis Wealth 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 | $265K | Sell |
3,349
-348
| -9% | -$27.5K | 0.2% | 50 |
|
2025
Q1 | $332K | Hold |
3,697
| – | – | 0.27% | 40 |
|
2024
Q4 | $368K | Buy |
+3,697
| New | +$368K | 0.32% | 38 |
|
2015
Q2 | $333K | Buy |
6,137
+58
| +1% | +$3.15K | 0.27% | 35 |
|
2015
Q1 | $330K | Buy |
6,079
+314
| +5% | +$17K | 0.27% | 38 |
|
2014
Q4 | $322K | Buy |
+5,765
| New | +$322K | 0.26% | 41 |
|