Moody Aldrich Partners’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 |
-2,483
| Closed | -$282K | – | 213 |
|
|
2024
Q3 | $282K | Sell |
2,483
-293
| -11% | -$33.3K | 0.05% | 168 |
|
|
2024
Q2 | $344K | Sell |
2,776
-2,984
| -52% | -$369K | 0.07% | 150 |
|
|
2024
Q1 | $760K | Sell |
5,760
-1,929
| -25% | -$255K | 0.13% | 125 |
|
|
2023
Q4 | $838K | Sell |
7,689
-495
| -6% | -$54K | 0.15% | 120 |
|
|
2023
Q3 | $846K | Buy |
+8,184
| New | +$846K | 0.16% | 120 |
|
|
2021
Q2 | – | Sell |
-13,073
| Closed | -$962K | – | 184 |
|
|
2021
Q1 | $962K | Buy |
13,073
+4,957
| +61% | +$365K | 0.14% | 124 |
|
|
2020
Q4 | $633K | Hold |
8,116
| – | – | 0.1% | 130 |
|
|
2020
Q3 | $642K | Buy |
+8,116
| New | +$642K | 0.13% | 116 |
|