Janiczek Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $785K | Buy |
6,328
+444
| +8% | +$55K | 0.16% | 55 |
|
|
2024
Q1 | $778K | Buy |
5,884
+526
| +10% | +$69.5K | 0.17% | 56 |
|
|
2023
Q4 | $585K | Sell |
5,358
-152
| -3% | -$16.6K | 0.14% | 65 |
|
|
2023
Q3 | $568K | Buy |
5,510
+1,239
| +29% | +$128K | 0.15% | 57 |
|
|
2023
Q2 | $494K | Buy |
4,271
+173
| +4% | +$20K | 0.14% | 57 |
|
|
2023
Q1 | $473K | Buy |
4,098
+70
| +2% | +$8.07K | 0.13% | 54 |
|
|
2022
Q4 | $450K | Buy |
4,028
+267
| +7% | +$29.8K | 0.13% | 55 |
|
|
2022
Q3 | $340K | Sell |
3,761
-60
| -2% | -$5.42K | 0.11% | 60 |
|
|
2022
Q2 | $341K | Buy |
3,821
+1,137
| +42% | +$101K | 0.1% | 63 |
|
|
2022
Q1 | $220K | Buy |
2,684
+318
| +13% | +$26.1K | 0.06% | 104 |
|
|
2021
Q4 | $181K | Sell |
2,366
-82
| -3% | -$6.27K | 0.05% | 117 |
|
|
2021
Q3 | $184K | Buy |
2,448
+223
| +10% | +$16.8K | 0.07% | 98 |
|
|
2021
Q2 | $173K | Sell |
2,225
-300
| -12% | -$23.3K | 0.06% | 98 |
|
|
2021
Q1 | $186K | Buy |
2,525
+386
| +18% | +$28.4K | 0.07% | 75 |
|
|
2020
Q4 | $167K | Buy |
2,139
+382
| +22% | +$29.8K | 0.08% | 68 |
|
|
2020
Q3 | $139K | Buy |
1,757
+267
| +18% | +$21.1K | 0.07% | 54 |
|
|
2020
Q2 | $110K | Buy |
+1,490
| New | +$110K | 0.06% | 53 |
|
|
2019
Q3 | – | Sell |
-341
| Closed | -$27K | – | 187 |
|
|
2019
Q2 | $27K | Buy |
+341
| New | +$27K | 0.01% | 91 |
|