Heritage Wealth Management (California)’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,640
| Closed | -$263K | – | 86 |
|
|
2024
Q4 | $263K | Buy |
2,640
+886
| +51% | +$88.1K | 0.19% | 70 |
|
|
2024
Q3 | $199K | Sell |
1,754
-30
| -2% | -$3.41K | 0.14% | 77 |
|
|
2024
Q2 | $221K | Sell |
1,784
-24
| -1% | -$2.97K | 0.16% | 69 |
|
|
2024
Q1 | $239K | Buy |
1,808
+18
| +1% | +$2.38K | 0.18% | 64 |
|
|
2023
Q4 | $195K | Buy |
+1,790
| New | +$195K | 0.16% | 70 |
|