McElhenny Sheffield Capital Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,675
| Closed | -$644K | – | 111 |
|
|
2024
Q3 | $644K | Sell |
5,675
-199
| -3% | -$22.6K | 0.21% | 34 |
|
|
2024
Q2 | $727K | Sell |
5,874
-289
| -5% | -$35.8K | 0.25% | 29 |
|
|
2024
Q1 | $813K | Buy |
+6,163
| New | +$813K | 0.29% | 24 |
|
|
2023
Q3 | – | Sell |
-7,097
| Closed | -$819K | – | 97 |
|
|
2023
Q2 | $819K | Buy |
+7,097
| New | +$819K | 0.35% | 26 |
|
|
2023
Q1 | – | Sell |
-1,540
| Closed | -$171K | – | 414 |
|
|
2022
Q4 | $171K | Buy |
+1,540
| New | +$171K | 0.08% | 99 |
|