Invera Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $837K | Sell |
9,327
-1,682
| -15% | -$151K | 0.98% | 30 |
|
|
2024
Q4 | $1.06M | Buy |
11,009
+249
| +2% | +$24.1K | 1.05% | 27 |
|
|
2024
Q3 | $1.09M | Buy |
10,760
+260
| +2% | +$26.3K | 1.08% | 27 |
|
|
2024
Q2 | $1.35M | Buy |
10,500
+121
| +1% | +$15.6K | 1.39% | 24 |
|
|
2024
Q1 | $1.3M | Sell |
10,379
-544
| -5% | -$68.1K | 1.1% | 34 |
|
|
2023
Q4 | $1.19M | Buy |
+10,923
| New | +$1.19M | 0.75% | 43 |
|