GGM Wealth Advisors’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 |
-7,283
| Closed | -$833K | – | 151 |
|
|
2024
Q3 | $833K | Buy |
7,283
+36
| +0.5% | +$4.12K | 0.36% | 55 |
|
|
2024
Q2 | $897K | Hold |
7,247
| – | – | 0.41% | 51 |
|
|
2024
Q1 | $918K | Buy |
7,247
+61
| +0.8% | +$7.73K | 0.43% | 52 |
|
|
2023
Q4 | $868K | Buy |
7,186
+4
| +0.1% | +$483 | 0.36% | 54 |
|
|
2023
Q3 | $744K | Sell |
7,182
-105
| -1% | -$10.9K | 0.32% | 57 |
|
|
2023
Q2 | $792K | Buy |
+7,287
| New | +$792K | 0.32% | 59 |
|
|
2023
Q1 | – | Sell |
-7,177
| Closed | -$824K | – | 106 |
|
|
2022
Q4 | $824K | Sell |
7,177
-600
| -8% | -$68.9K | 0.43% | 46 |
|
|
2022
Q3 | $759K | Buy |
7,777
+2
| +0% | +$195 | 0.41% | 51 |
|
|
2022
Q2 | $727K | Buy |
7,775
+2
| +0% | +$187 | 0.41% | 53 |
|
|
2022
Q1 | $666K | Buy |
+7,773
| New | +$666K | 0.33% | 60 |
|