Granite Bay 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 | – | Sell |
-2,397
| Closed | -$215K | – | 74 |
|
2025
Q1 | $215K | Buy |
2,397
+167
| +7% | +$15K | 0.07% | 68 |
|
2024
Q4 | $222K | Buy |
2,230
+23
| +1% | +$2.29K | 0.08% | 68 |
|
2024
Q3 | $251K | Hold |
2,207
| – | – | 0.14% | 40 |
|
2024
Q2 | $273K | Hold |
2,207
| – | – | 0.15% | 57 |
|
2024
Q1 | $291K | Sell |
2,207
-136,834
| -98% | -$18M | 0.17% | 65 |
|
2023
Q4 | $14.4M | Hold |
139,041
| – | – | 0.13% | 68 |
|
2023
Q3 | $15M | Buy |
139,041
+136,834
| +6,200% | +$14.7M | 0.15% | 67 |
|
2023
Q2 | $255K | Hold |
2,207
| – | – | 0.24% | 41 |
|
2023
Q1 | $235K | Sell |
2,207
-85
| -4% | -$9.05K | 0.16% | 68 |
|
2022
Q4 | $254K | Buy |
+2,292
| New | +$254K | 0.17% | 55 |
|