Heron Financial Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $905K | Buy |
7,844
+305
| +4% | +$35.2K | 0.49% | 46 |
|
|
2023
Q1 | $802K | Buy |
7,539
+666
| +10% | +$70.9K | 0.44% | 49 |
|
|
2022
Q4 | $781K | Buy |
6,873
+600
| +10% | +$68.2K | 0.52% | 43 |
|
|
2022
Q3 | $540K | Buy |
6,273
+155
| +3% | +$13.3K | 0.33% | 68 |
|
|
2022
Q2 | $558K | Sell |
6,118
-1,055
| -15% | -$96.2K | 0.34% | 68 |
|
|
2022
Q1 | $589K | Buy |
7,173
+1,776
| +33% | +$146K | 0.31% | 72 |
|
|
2021
Q4 | $442K | Buy |
5,397
+70
| +1% | +$5.73K | 0.24% | 87 |
|
|
2021
Q3 | $400K | Sell |
5,327
-30
| -0.6% | -$2.25K | 0.22% | 92 |
|
|
2021
Q2 | $417K | Buy |
5,357
+429
| +9% | +$33.4K | 0.24% | 89 |
|
|
2021
Q1 | $362K | Buy |
4,928
+902
| +22% | +$66.3K | 0.22% | 94 |
|
|
2020
Q4 | $323K | Sell |
4,026
-58
| -1% | -$4.65K | 0.22% | 97 |
|
|
2020
Q3 | $317K | Buy |
4,084
+320
| +9% | +$24.8K | 0.25% | 87 |
|
|
2020
Q2 | $276K | Buy |
3,764
+262
| +7% | +$19.2K | 0.25% | 93 |
|
|
2020
Q1 | $277K | Hold |
3,502
| – | – | 0.28% | 82 |
|
|
2019
Q4 | $285K | Buy |
+3,502
| New | +$285K | 0.24% | 100 |
|