Legend Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6K | Buy |
+310
| New | +$24.6K | 0.02% | 81 |
|
|
2025
Q1 | – | Sell |
-490
| Closed | -$48.8K | – | 167 |
|
|
2024
Q4 | $48.8K | Buy |
490
+180
| +58% | +$17.9K | 0.03% | 51 |
|
|
2024
Q3 | $35.2K | Sell |
310
-180
| -37% | -$20.5K | 0.02% | 58 |
|
|
2024
Q2 | $60.7K | Buy |
490
+305
| +165% | +$37.8K | 0.04% | 55 |
|
|
2024
Q1 | $24.3K | Sell |
185
-75
| -29% | -$9.87K | 0.02% | 83 |
|
|
2023
Q4 | $28.4K | Buy |
260
+32
| +14% | +$3.49K | 0.02% | 73 |
|
|
2023
Q3 | $23.5K | Sell |
228
-100
| -30% | -$10.3K | 0.02% | 88 |
|
|
2023
Q2 | $37.9K | Hold |
328
| – | – | 0.03% | 72 |
|
|
2023
Q1 | $34.9K | Sell |
328
-138
| -30% | -$14.7K | 0.03% | 74 |
|
|
2022
Q4 | $51.6K | Buy |
466
+150
| +47% | +$16.6K | 0.05% | 70 |
|
|
2022
Q3 | $27.1K | Buy |
+316
| New | +$27.1K | 0.03% | 82 |
|
|
2020
Q3 | – | Sell |
-3,639
| Closed | -$268K | – | 32 |
|
|
2020
Q2 | $268K | Buy |
+3,639
| New | +$268K | 0.17% | 27 |
|
|
2019
Q4 | – | Sell |
-2,949
| Closed | -$237K | – | 32 |
|
|
2019
Q3 | $237K | Hold |
2,949
| – | – | 0.2% | 32 |
|
|
2019
Q2 | $235K | Sell |
2,949
-314
| -10% | -$25K | 0.21% | 32 |
|
|
2019
Q1 | $259K | Buy |
3,263
+314
| +11% | +$24.9K | 0.28% | 30 |
|
|
2018
Q4 | $215K | Buy |
+2,949
| New | +$215K | 0.32% | 26 |
|