IAG 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
Q2 | $81.5K | Sell |
1,029
-665
| -39% | -$52.6K | 0.01% | 168 |
|
|
2025
Q1 | $152K | Sell |
1,694
-150
| -8% | -$13.5K | 0.02% | 120 |
|
|
2024
Q4 | $183K | Buy |
1,844
+109
| +6% | +$10.8K | 0.03% | 103 |
|
|
2024
Q3 | $197K | Buy |
1,735
+56
| +3% | +$6.36K | 0.04% | 99 |
|
|
2024
Q2 | $208K | Sell |
1,679
-106
| -6% | -$13.1K | 0.04% | 92 |
|
|
2024
Q1 | $236K | Hold |
1,785
| – | – | 0.05% | 86 |
|
|
2023
Q4 | $195K | Buy |
1,785
+130
| +8% | +$14.2K | 0.04% | 84 |
|
|
2023
Q3 | $170K | Buy |
1,655
+35
| +2% | +$3.6K | 0.05% | 85 |
|
|
2023
Q2 | $187K | Hold |
1,620
| – | – | 0.05% | 89 |
|
|
2023
Q1 | $172K | Buy |
1,620
+40
| +3% | +$4.26K | 0.05% | 84 |
|
|
2022
Q4 | $175K | Hold |
1,580
| – | – | 0.05% | 78 |
|
|
2022
Q3 | $136K | Hold |
1,580
| – | – | 0.05% | 74 |
|
|
2022
Q2 | $144K | Sell |
1,580
-50
| -3% | -$4.56K | 0.05% | 77 |
|
|
2022
Q1 | $134K | Buy |
1,630
+1,580
| +3,160% | +$130K | 0.04% | 80 |
|
|
2021
Q4 | $4K | Sell |
50
-2,290
| -98% | -$183K | ﹤0.01% | 360 |
|
|
2021
Q3 | $176K | Hold |
2,340
| – | – | 0.06% | 54 |
|
|
2021
Q2 | $182K | Sell |
2,340
-112
| -5% | -$8.71K | 0.07% | 51 |
|
|
2021
Q1 | $181K | Hold |
2,452
| – | – | 0.07% | 54 |
|
|
2020
Q4 | $192K | Hold |
2,452
| – | – | 0.08% | 54 |
|
|
2020
Q3 | $195K | Sell |
2,452
-51
| -2% | -$4.06K | 0.09% | 55 |
|
|
2020
Q2 | $185K | Sell |
2,503
-23
| -0.9% | -$1.7K | 0.09% | 50 |
|
|
2020
Q1 | $186K | Hold |
2,526
| – | – | 0.12% | 48 |
|
|
2019
Q4 | $220K | Buy |
+2,526
| New | +$220K | 0.14% | 45 |
|