JMG Financial Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,033
| Closed | -$202K | – | 120 |
|
|
2024
Q4 | $202K | Hold |
2,033
| – | – | 0.01% | 112 |
|
|
2024
Q3 | $231K | Sell |
2,033
-663
| -25% | -$75.3K | 0.01% | 112 |
|
|
2024
Q2 | $334K | Hold |
2,696
| – | – | 0.01% | 99 |
|
|
2024
Q1 | $356K | Sell |
2,696
-40
| -1% | -$5.28K | 0.01% | 98 |
|
|
2023
Q4 | $298K | Buy |
2,736
+40
| +1% | +$4.36K | 0.01% | 103 |
|
|
2023
Q3 | $278K | Buy |
2,696
+663
| +33% | +$68.3K | 0.01% | 97 |
|
|
2023
Q2 | $235K | Hold |
2,033
| – | – | 0.01% | 103 |
|
|
2023
Q1 | $216K | Sell |
2,033
-72
| -3% | -$7.65K | 0.01% | 104 |
|
|
2022
Q4 | $234K | Buy |
+2,105
| New | +$234K | 0.01% | 98 |
|
|
2019
Q4 | – | Sell |
-4,735
| Closed | -$380K | – | 79 |
|
|
2019
Q3 | $380K | Hold |
4,735
| – | – | 0.04% | 58 |
|
|
2019
Q2 | $379K | Hold |
4,735
| – | – | 0.04% | 59 |
|
|
2019
Q1 | $376K | Hold |
4,735
| – | – | 0.04% | 59 |
|
|
2018
Q4 | $345K | Sell |
4,735
-8
| -0.2% | -$583 | 0.04% | 58 |
|
|
2018
Q3 | $321K | Buy |
+4,743
| New | +$321K | 0.03% | 60 |
|