LGT 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 | $2.69K | Buy |
+34
| New | +$2.69K | 0.01% | 345 |
|
|
2025
Q1 | – | Sell |
-1,575
| Closed | -$157K | – | 573 |
|
|
2024
Q4 | $157K | Buy |
+1,575
| New | +$157K | 0.35% | 54 |
|
|
2024
Q3 | – | Sell |
-12
| Closed | -$1.49K | – | 757 |
|
|
2024
Q2 | $1.49K | Hold |
12
| – | – | ﹤0.01% | 739 |
|
|
2024
Q1 | $1.58K | Sell |
12
-45
| -79% | -$5.94K | ﹤0.01% | 753 |
|
|
2023
Q4 | $6.21K | Sell |
57
-15
| -21% | -$1.64K | 0.01% | 579 |
|
|
2023
Q3 | $7.41K | Sell |
72
-7,805
| -99% | -$803K | 0.01% | 536 |
|
|
2023
Q2 | $909K | Buy |
7,877
+4,245
| +117% | +$490K | 0.97% | 30 |
|
|
2023
Q1 | $386K | Buy |
+3,632
| New | +$386K | 0.72% | 31 |
|