Lantern Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $248K | Buy |
2,494
+412
| +20% | +$41K | 0.16% | 115 |
|
2024
Q3 | $237K | Buy |
2,082
+35
| +2% | +$3.98K | 0.16% | 115 |
|
2024
Q2 | $253K | Sell |
2,047
-323
| -14% | -$40K | 0.18% | 101 |
|
2024
Q1 | $313K | Buy |
2,370
+150
| +7% | +$19.8K | 0.22% | 100 |
|
2023
Q4 | $242K | Buy |
+2,220
| New | +$242K | 0.19% | 102 |
|