IPG Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,067
| Closed | -$1.05M | – | 172 |
|
|
2023
Q2 | $1.05M | Buy |
9,067
+5,196
| +134% | +$600K | 0.23% | 64 |
|
|
2023
Q1 | $415K | Buy |
+3,871
| New | +$415K | 0.09% | 99 |
|
|
2022
Q3 | – | Sell |
-3,031
| Closed | -$278K | – | 168 |
|
|
2022
Q2 | $278K | Sell |
3,031
-121
| -4% | -$11.1K | 0.07% | 115 |
|
|
2022
Q1 | $261K | Buy |
3,152
+555
| +21% | +$46K | 0.05% | 135 |
|
|
2021
Q4 | $201K | Buy |
+2,597
| New | +$201K | 0.04% | 184 |
|
|
2021
Q1 | – | Sell |
-2,662
| Closed | -$208K | – | 207 |
|
|
2020
Q4 | $208K | Buy |
+2,662
| New | +$208K | 0.05% | 155 |
|