Heritage Wealth Partners’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 |
-2,065
| Closed | -$205K | – | 71 |
|
|
2024
Q4 | $205K | Buy |
2,065
+94
| +5% | +$9.35K | 0.26% | 67 |
|
|
2024
Q3 | $224K | Buy |
1,971
+17
| +0.9% | +$1.93K | 0.26% | 63 |
|
|
2024
Q2 | $242K | Sell |
1,954
-48
| -2% | -$5.94K | 0.35% | 49 |
|
|
2024
Q1 | $218K | Hold |
2,002
| – | – | 0.45% | 37 |
|
|
2023
Q4 | $218K | Buy |
+2,002
| New | +$218K | 0.45% | 37 |
|
|
2023
Q3 | – | Sell |
-2,015
| Closed | -$232K | – | 41 |
|
|
2023
Q2 | $232K | Buy |
+2,015
| New | +$232K | 0.14% | 65 |
|