MPS Loria Financial Planners’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 |
-2,636
| Closed | -$263K | – | 83 |
|
|
2024
Q4 | $263K | Buy |
2,636
+6
| +0.2% | +$598 | 0.08% | 68 |
|
|
2024
Q3 | $299K | Sell |
2,630
-61
| -2% | -$6.94K | 0.09% | 63 |
|
|
2024
Q2 | $334K | Buy |
2,691
+5
| +0.2% | +$620 | 0.11% | 56 |
|
|
2024
Q1 | $355K | Buy |
2,686
+6
| +0.2% | +$793 | 0.12% | 55 |
|
|
2023
Q4 | $293K | Sell |
2,680
-226
| -8% | -$24.7K | 0.1% | 63 |
|
|
2023
Q3 | $300K | Buy |
2,906
+144
| +5% | +$14.8K | 0.12% | 59 |
|
|
2023
Q2 | $319K | Buy |
2,762
+6
| +0.2% | +$693 | 0.12% | 58 |
|
|
2023
Q1 | $294K | Buy |
2,756
+241
| +10% | +$25.7K | 0.12% | 58 |
|
|
2022
Q4 | $279K | Sell |
2,515
-45
| -2% | -$4.99K | 0.12% | 58 |
|
|
2022
Q3 | $221K | Buy |
2,560
+108
| +4% | +$9.32K | 0.09% | 61 |
|
|
2022
Q2 | $223K | Buy |
+2,452
| New | +$223K | 0.1% | 63 |
|
|
2021
Q2 | – | Sell |
-2,213
| Closed | -$162K | – | 402 |
|
|
2021
Q1 | $162K | Buy |
2,213
+6
| +0.3% | +$439 | 0.08% | 93 |
|
|
2020
Q4 | $171K | Buy |
2,207
+836
| +61% | +$64.8K | 0.08% | 86 |
|
|
2020
Q3 | $108K | Buy |
1,371
+8
| +0.6% | +$630 | 0.06% | 103 |
|
|
2020
Q2 | $101K | Buy |
+1,363
| New | +$101K | 0.05% | 104 |
|
|
2017
Q3 | – | Sell |
-1,281
| Closed | -$76K | – | 245 |
|
|
2017
Q2 | $76K | Buy |
+1,281
| New | +$76K | 0.05% | 123 |
|