Gitterman Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
3,407
+1,068
| +46% | +$84.6K | 0.06% | 93 |
|
|
2025
Q1 | $210K | Buy |
2,339
+19
| +0.8% | +$1.71K | 0.06% | 114 |
|
|
2024
Q4 | $231K | Buy |
2,320
+313
| +16% | +$31.2K | 0.1% | 94 |
|
|
2024
Q3 | $228K | Sell |
2,007
-23
| -1% | -$2.61K | 0.1% | 100 |
|
|
2024
Q2 | $251K | Buy |
+2,030
| New | +$251K | 0.1% | 76 |
|
|
2022
Q1 | – | Sell |
-2,619
| Closed | -$200K | – | 115 |
|
|
2021
Q4 | $200K | Buy |
+2,619
| New | +$200K | 0.15% | 87 |
|