Lorne Steinberg 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 | $208K | Hold |
2,623
| – | – | 0.05% | 70 |
|
|
2025
Q1 | $235K | Hold |
2,623
| – | – | 0.07% | 65 |
|
|
2024
Q4 | $261K | Hold |
2,623
| – | – | 0.08% | 63 |
|
|
2024
Q3 | $298K | Hold |
2,623
| – | – | 0.09% | 63 |
|
|
2024
Q2 | $325K | Hold |
2,623
| – | – | 0.1% | 62 |
|
|
2024
Q1 | $346K | Hold |
2,623
| – | – | 0.11% | 64 |
|
|
2023
Q4 | $286K | Sell |
2,623
-400
| -13% | -$43.6K | 0.1% | 65 |
|
|
2023
Q3 | $311K | Hold |
3,023
| – | – | 0.12% | 63 |
|
|
2023
Q2 | $349K | Sell |
3,023
-200
| -6% | -$23.1K | 0.13% | 60 |
|
|
2023
Q1 | $343K | Hold |
3,223
| – | – | 0.14% | 60 |
|
|
2022
Q4 | $358K | Hold |
3,223
| – | – | 0.15% | 62 |
|
|
2022
Q3 | $278K | Hold |
3,223
| – | – | 0.14% | 58 |
|
|
2022
Q2 | $294K | Hold |
3,223
| – | – | 0.14% | 60 |
|
|
2022
Q1 | $264K | Hold |
3,223
| – | – | 0.12% | 58 |
|
|
2021
Q4 | $247K | Hold |
3,223
| – | – | 0.11% | 61 |
|
|
2021
Q3 | $242K | Hold |
3,223
| – | – | 0.12% | 61 |
|
|
2021
Q2 | $251K | Sell |
3,223
-155
| -5% | -$12.1K | 0.12% | 59 |
|
|
2021
Q1 | $248K | Hold |
3,378
| – | – | 0.13% | 58 |
|
|
2020
Q4 | $2.65M | Buy |
+3,378
| New | +$2.65M | 1.65% | 29 |
|