LPAM
Lodestar Private Asset Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,341
| Closed | -$233K | – | 217 |
|
|
2024
Q4 | $233K | Hold |
2,341
| – | – | 0.03% | 201 |
|
|
2024
Q3 | $266K | Sell |
2,341
-86
| -4% | -$9.77K | 0.03% | 192 |
|
|
2024
Q2 | $300K | Sell |
2,427
-65
| -3% | -$8.05K | 0.04% | 173 |
|
|
2024
Q1 | $329K | Buy |
2,492
+26
| +1% | +$3.43K | 0.05% | 166 |
|
|
2023
Q4 | $269K | Sell |
2,466
-29
| -1% | -$3.16K | 0.04% | 176 |
|
|
2023
Q3 | $257K | Sell |
2,495
-201
| -7% | -$20.7K | 0.04% | 170 |
|
|
2023
Q2 | $311K | Buy |
2,696
+105
| +4% | +$12.1K | 0.05% | 156 |
|
|
2023
Q1 | $276K | Hold |
2,591
| – | – | 0.05% | 162 |
|
|
2022
Q4 | $287K | Buy |
+2,591
| New | +$287K | 0.06% | 158 |
|