Montis Financial’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 |
-2,078
| Closed | -$207K | – | 147 |
|
|
2024
Q4 | $207K | Buy |
+2,078
| New | +$207K | 0.06% | 132 |
|
|
2023
Q3 | – | Sell |
-2,726
| Closed | -$314K | – | 71 |
|
|
2023
Q2 | $314K | Buy |
2,726
+141
| +5% | +$16.3K | 0.21% | 44 |
|
|
2023
Q1 | $275K | Hold |
2,585
| – | – | 0.21% | 46 |
|
|
2022
Q4 | $287K | Sell |
2,585
-27
| -1% | -$3K | 0.24% | 42 |
|
|
2022
Q3 | $225K | Sell |
2,612
-326
| -11% | -$28.1K | 0.22% | 52 |
|
|
2022
Q2 | $268K | Hold |
2,938
| – | – | 0.25% | 46 |
|
|
2022
Q1 | $241K | Sell |
2,938
-11
| -0.4% | -$902 | 0.19% | 60 |
|
|
2021
Q4 | $226K | Hold |
2,949
| – | – | 0.16% | 81 |
|
|
2021
Q3 | $245K | Sell |
2,949
-1,973
| -40% | -$164K | 0.21% | 54 |
|
|
2021
Q2 | $383K | Sell |
4,922
-411
| -8% | -$32K | 0.32% | 42 |
|
|
2021
Q1 | $392K | Buy |
5,333
+11
| +0.2% | +$809 | 0.37% | 38 |
|
|
2020
Q4 | $391K | Buy |
+5,322
| New | +$391K | 0.39% | 37 |
|