Keystone Wealth Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,692
| Closed | -$209K | – | 257 |
|
|
2024
Q2 | $209K | Buy |
1,692
+97
| +6% | +$12K | 0.07% | 222 |
|
|
2024
Q1 | $210K | Sell |
1,595
-2,637
| -62% | -$348K | 0.07% | 211 |
|
|
2023
Q4 | $461K | Sell |
4,232
-177
| -4% | -$19.3K | 0.16% | 126 |
|
|
2023
Q3 | $454K | Buy |
4,409
+63
| +1% | +$6.49K | 0.17% | 125 |
|
|
2023
Q2 | $501K | Buy |
4,346
+2
| +0% | +$231 | 0.19% | 117 |
|
|
2023
Q1 | $462K | Buy |
4,344
+17
| +0.4% | +$1.81K | 0.19% | 120 |
|
|
2022
Q4 | $480K | Buy |
4,327
+536
| +14% | +$59.5K | 0.21% | 106 |
|
|
2022
Q3 | $326K | Buy |
3,791
+77
| +2% | +$6.62K | 0.15% | 113 |
|
|
2022
Q2 | $339K | Buy |
3,714
+138
| +4% | +$12.6K | 0.15% | 113 |
|
|
2022
Q1 | $293K | Buy |
3,576
+2
| +0.1% | +$164 | 0.12% | 138 |
|
|
2021
Q4 | $274K | Buy |
+3,574
| New | +$274K | 0.11% | 139 |
|