LJI Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,479
| Closed | -$223K | – | 188 |
|
|
2025
Q1 | $223K | Hold |
2,479
| – | – | 0.04% | 162 |
|
|
2024
Q4 | $247K | Sell |
2,479
-75
| -3% | -$7.46K | 0.05% | 154 |
|
|
2024
Q3 | $290K | Sell |
2,554
-261
| -9% | -$29.6K | 0.06% | 150 |
|
|
2024
Q2 | $348K | Hold |
2,815
| – | – | 0.08% | 131 |
|
|
2024
Q1 | $371K | Buy |
2,815
+9
| +0.3% | +$1.19K | 0.1% | 102 |
|
|
2023
Q4 | $306K | Buy |
2,806
+134
| +5% | +$14.6K | 0.08% | 131 |
|
|
2023
Q3 | $275K | Buy |
2,672
+49
| +2% | +$5.05K | 0.08% | 132 |
|
|
2023
Q2 | $303K | Buy |
2,623
+32
| +1% | +$3.69K | 0.09% | 116 |
|
|
2023
Q1 | $276K | Buy |
2,591
+168
| +7% | +$17.9K | 0.09% | 120 |
|
|
2022
Q4 | $269K | Buy |
+2,423
| New | +$269K | 0.09% | 107 |
|