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