Madison Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.51M | Buy |
14,714
+562
| +4% | +$57.9K | 0.32% | 82 |
|
2023
Q2 | $1.63M | Buy |
14,152
+436
| +3% | +$50.3K | 0.33% | 81 |
|
2023
Q1 | $1.46M | Buy |
13,716
+170
| +1% | +$18.1K | 0.32% | 82 |
|
2022
Q4 | $1.5M | Buy |
13,546
+126
| +0.9% | +$14K | 0.34% | 79 |
|
2022
Q3 | $1.16M | Buy |
13,420
+139
| +1% | +$12K | 0.28% | 78 |
|
2022
Q2 | $1.21M | Sell |
13,281
-521
| -4% | -$47.5K | 0.29% | 77 |
|
2022
Q1 | $1.13M | Sell |
13,802
-232
| -2% | -$19K | 0.24% | 85 |
|
2021
Q4 | $1.08M | Buy |
14,034
+78
| +0.6% | +$5.98K | 0.22% | 85 |
|
2021
Q3 | $1.05M | Buy |
13,956
+112
| +0.8% | +$8.41K | 0.23% | 85 |
|
2021
Q2 | $1.08M | Sell |
13,844
-590
| -4% | -$45.9K | 0.24% | 83 |
|
2021
Q1 | $1.06M | Buy |
14,434
+95
| +0.7% | +$6.99K | 0.26% | 83 |
|
2020
Q4 | $1.12M | Buy |
14,339
+891
| +7% | +$69.5K | 0.3% | 73 |
|
2020
Q3 | $1.06M | Buy |
13,448
+134
| +1% | +$10.6K | 0.32% | 64 |
|
2020
Q2 | $982K | Buy |
13,314
+2,387
| +22% | +$176K | 0.32% | 64 |
|
2020
Q1 | $802K | Sell |
10,927
-409
| -4% | -$30K | 0.32% | 64 |
|
2019
Q4 | $984K | Buy |
+11,336
| New | +$984K | 0.28% | 72 |
|