Maia Wealth’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 |
-2,539
| Closed | -$201K | – | 331 |
|
2025
Q1 | $201K | Sell |
2,539
-103
| -4% | -$8.15K | 0.05% | 285 |
|
2024
Q4 | $259K | Sell |
2,642
-979
| -27% | -$95.9K | 0.06% | 255 |
|
2024
Q3 | $383K | Buy |
3,621
+76
| +2% | +$8.05K | 0.09% | 167 |
|
2024
Q2 | $454K | Buy |
+3,545
| New | +$454K | 0.14% | 129 |
|
2023
Q4 | $308K | Buy |
+2,822
| New | +$308K | 0.12% | 143 |
|