Insight Wealth Strategies’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,281
| Closed | -$2.32M | – | 177 |
|
|
2023
Q4 | $2.32M | Buy |
21,281
+615
| +3% | +$67K | 0.37% | 47 |
|
|
2023
Q3 | $2.13M | Buy |
20,666
+1,676
| +9% | +$173K | 0.41% | 42 |
|
|
2023
Q2 | $2.19M | Sell |
18,990
-436
| -2% | -$50.3K | 0.42% | 39 |
|
|
2023
Q1 | $2.07M | Sell |
19,426
-1,989
| -9% | -$212K | 0.41% | 36 |
|
|
2022
Q4 | $2.38M | Sell |
21,415
-848
| -4% | -$94.1K | 0.46% | 28 |
|
|
2022
Q3 | $2.03M | Hold |
22,263
| – | – | 0.38% | 35 |
|
|
2022
Q2 | $2.03M | Buy |
22,263
+1,169
| +6% | +$107K | 0.38% | 35 |
|
|
2022
Q1 | $1.73M | Buy |
21,094
+3,142
| +18% | +$258K | 0.26% | 63 |
|
|
2021
Q4 | $1.38M | Buy |
17,952
+3,020
| +20% | +$231K | 0.2% | 79 |
|
|
2021
Q3 | $1.12M | Buy |
14,932
+1,113
| +8% | +$83.6K | 0.16% | 86 |
|
|
2021
Q2 | $1.08M | Sell |
13,819
-4,768
| -26% | -$371K | 0.15% | 89 |
|
|
2021
Q1 | $1.37M | Buy |
18,587
+9,325
| +101% | +$686K | 0.18% | 80 |
|
|
2020
Q4 | $723K | Buy |
9,262
+56
| +0.6% | +$4.37K | 0.12% | 94 |
|
|
2020
Q3 | $729K | Buy |
9,206
+526
| +6% | +$41.7K | 0.14% | 72 |
|
|
2020
Q2 | $640K | Buy |
8,680
+167
| +2% | +$12.3K | 0.14% | 68 |
|
|
2020
Q1 | $625K | Sell |
8,513
-3,610
| -30% | -$265K | 0.17% | 61 |
|
|
2019
Q4 | $1.05M | Buy |
12,123
+1,321
| +12% | +$115K | 0.22% | 80 |
|
|
2019
Q3 | $868K | Buy |
10,802
+2,097
| +24% | +$169K | 0.2% | 79 |
|
|
2019
Q2 | $696K | Buy |
8,705
+153
| +2% | +$12.2K | 0.17% | 84 |
|
|
2019
Q1 | $679K | Buy |
8,552
+984
| +13% | +$78.1K | 0.19% | 77 |
|
|
2018
Q4 | $552K | Buy |
+7,568
| New | +$552K | 0.17% | 79 |
|