MRWM
ML&R Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $236K | Buy |
+1,787
| New | +$236K | 0.05% | 65 |
|
|
2023
Q4 | – | Sell |
-2,063
| Closed | -$212K | – | 75 |
|
|
2023
Q3 | $212K | Buy |
2,063
+26
| +1% | +$2.68K | 0.06% | 62 |
|
|
2023
Q2 | $235K | Sell |
2,037
-12
| -0.6% | -$1.39K | 0.05% | 83 |
|
|
2023
Q1 | $218K | Buy |
+2,049
| New | +$218K | 0.06% | 63 |
|