Kowal Investment Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.18M | Buy |
10,358
+376
| +4% | +$42.7K | 0.22% | 68 |
|
|
2024
Q2 | $1.24M | Buy |
9,982
+589
| +6% | +$72.9K | 0.25% | 61 |
|
|
2024
Q1 | $1.24M | Buy |
9,393
+1,326
| +16% | +$175K | 0.27% | 60 |
|
|
2023
Q4 | $879K | Sell |
8,067
-760
| -9% | -$82.9K | 0.21% | 68 |
|
|
2023
Q3 | $909K | Buy |
8,827
+321
| +4% | +$33K | 0.25% | 57 |
|
|
2023
Q2 | $982K | Sell |
8,506
-45
| -0.5% | -$5.19K | 0.26% | 53 |
|
|
2023
Q1 | $910K | Buy |
8,551
+508
| +6% | +$54K | 0.26% | 53 |
|
|
2022
Q4 | $892K | Buy |
8,043
+693
| +9% | +$76.9K | 0.27% | 52 |
|
|
2022
Q3 | $633K | Buy |
7,350
+1,790
| +32% | +$154K | 0.21% | 61 |
|
|
2022
Q2 | $507K | Buy |
5,560
+1,141
| +26% | +$104K | 0.17% | 61 |
|
|
2022
Q1 | $363K | Buy |
4,419
+979
| +28% | +$80.4K | 0.11% | 80 |
|
|
2021
Q4 | $264K | Buy |
3,440
+321
| +10% | +$24.6K | 0.08% | 91 |
|
|
2021
Q3 | $234K | Sell |
3,119
-357
| -10% | -$26.8K | 0.07% | 89 |
|
|
2021
Q2 | $270K | Sell |
3,476
-545
| -14% | -$42.3K | 0.1% | 77 |
|
|
2021
Q1 | $296K | Sell |
4,021
-394
| -9% | -$29K | 0.12% | 69 |
|
|
2020
Q4 | $350K | Buy |
+4,415
| New | +$350K | 0.16% | 59 |
|