Invenio 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 | $570K | Buy |
7,195
+2,789
| +63% | +$221K | 0.23% | 53 |
|
|
2025
Q1 | $395K | Buy |
4,406
+874
| +25% | +$78.5K | 0.17% | 61 |
|
|
2024
Q4 | $351K | Sell |
3,532
-1,148
| -25% | -$114K | 0.15% | 67 |
|
|
2024
Q3 | $531K | Sell |
4,680
-124
| -3% | -$14.1K | 0.23% | 51 |
|
|
2024
Q2 | $595K | Sell |
4,804
-60
| -1% | -$7.43K | 0.29% | 46 |
|
|
2024
Q1 | $642K | Sell |
4,864
-304
| -6% | -$40.1K | 0.35% | 43 |
|
|
2023
Q4 | $563K | Buy |
5,168
+838
| +19% | +$91.4K | 0.41% | 45 |
|
|
2023
Q3 | $446K | Buy |
4,330
+372
| +9% | +$38.3K | 0.41% | 49 |
|
|
2023
Q2 | $457K | Buy |
+3,958
| New | +$457K | 0.52% | 39 |
|