Modus Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,330
| Closed | -$132K | – | 228 |
|
2024
Q4 | $132K | Buy |
+1,330
| New | +$132K | 0.04% | 118 |
|
2023
Q3 | – | Sell |
-1,971
| Closed | -$227K | – | 100 |
|
2023
Q2 | $227K | Buy |
1,971
+47
| +2% | +$5.42K | 0.1% | 96 |
|
2023
Q1 | $205K | Buy |
1,924
+20
| +1% | +$2.13K | 0.09% | 101 |
|
2022
Q4 | $211K | Buy |
+1,904
| New | +$211K | 0.1% | 97 |
|
2021
Q3 | – | Sell |
-725
| Closed | -$56K | – | 185 |
|
2021
Q2 | $56K | Buy |
+725
| New | +$56K | 0.02% | 149 |
|
2020
Q3 | – | Sell |
-760
| Closed | -$56K | – | 164 |
|
2020
Q2 | $56K | Buy |
+760
| New | +$56K | 0.04% | 113 |
|