Levy Wealth Management Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.12M | Buy |
17,165
+1,721
| +11% | +$213K | 0.54% | 21 |
|
|
2024
Q1 | $1.68M | Hold |
15,444
| – | – | 0.47% | 26 |
|
|
2023
Q4 | $1.68M | Sell |
15,444
-122
| -0.8% | -$13.3K | 0.47% | 26 |
|
|
2023
Q3 | $1.6M | Buy |
15,566
+9
| +0.1% | +$927 | 0.5% | 28 |
|
|
2023
Q2 | $1.8M | Buy |
15,557
+9
| +0.1% | +$1.04K | 0.53% | 28 |
|
|
2023
Q1 | $1.65M | Buy |
15,548
+9
| +0.1% | +$957 | 0.51% | 31 |
|
|
2022
Q4 | $1.72M | Buy |
15,539
+11
| +0.1% | +$1.22K | 0.58% | 28 |
|
|
2022
Q3 | $1.34M | Buy |
15,528
+938
| +6% | +$80.8K | 0.58% | 27 |
|
|
2022
Q2 | $1.33M | Buy |
14,590
+162
| +1% | +$14.8K | 0.61% | 25 |
|
|
2022
Q1 | $1.18M | Buy |
14,428
+68
| +0.5% | +$5.58K | 0.49% | 26 |
|
|
2021
Q4 | $1.1M | Buy |
14,360
+61
| +0.4% | +$4.68K | 0.5% | 26 |
|
|
2021
Q3 | $1.07M | Buy |
14,299
+7
| +0% | +$526 | 0.59% | 24 |
|
|
2021
Q2 | $1.11M | Sell |
14,292
-679
| -5% | -$52.8K | 0.64% | 24 |
|
|
2021
Q1 | $1.1M | Sell |
14,971
-20
| -0.1% | -$1.47K | 0.72% | 22 |
|
|
2020
Q4 | $1.17M | Buy |
+14,991
| New | +$1.17M | 0.83% | 18 |
|