Heritage Wealth Management (Arizona)’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.62M | Sell |
13,065
-1,245
| -9% | -$154K | 0.9% | 24 |
|
|
2024
Q1 | $1.89M | Sell |
14,310
-289
| -2% | -$38.1K | 0.96% | 22 |
|
|
2023
Q4 | $1.59M | Buy |
+14,599
| New | +$1.59M | 0.86% | 26 |
|
|
2022
Q4 | $5.32M | Buy |
47,955
+25,703
| +116% | +$2.85M | 0.76% | 26 |
|
|
2022
Q3 | $1.92M | Buy |
22,252
+1,346
| +6% | +$116K | 0.62% | 30 |
|
|
2022
Q2 | $1.91M | Buy |
20,906
+5,581
| +36% | +$509K | 0.63% | 32 |
|
|
2022
Q1 | $1.26M | Buy |
+15,325
| New | +$1.26M | 0.34% | 56 |
|
|
2021
Q3 | $860K | Buy |
11,446
+1,045
| +10% | +$78.5K | 0.31% | 62 |
|
|
2021
Q2 | $809K | Sell |
10,401
-258
| -2% | -$20.1K | 0.31% | 68 |
|
|
2021
Q1 | $784K | Buy |
+10,659
| New | +$784K | 0.44% | 55 |
|