One Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,463
| Closed | -$270K | – | 259 |
|
|
2023
Q4 | $270K | Sell |
2,463
-37
| -1% | -$4.06K | 0.05% | 172 |
|
|
2023
Q3 | $257K | Sell |
2,500
-918
| -27% | -$94.5K | 0.06% | 156 |
|
|
2023
Q2 | $394K | Sell |
3,418
-225
| -6% | -$26K | 0.08% | 126 |
|
|
2023
Q1 | $388K | Sell |
3,643
-192
| -5% | -$20.4K | 0.09% | 122 |
|
|
2022
Q4 | $426K | Buy |
+3,835
| New | +$426K | 0.1% | 108 |
|
|
2020
Q1 | – | Sell |
-6,370
| Closed | -$553K | – | 128 |
|
|
2019
Q4 | $553K | Sell |
6,370
-388
| -6% | -$33.7K | 0.41% | 31 |
|
|
2019
Q3 | $543K | Sell |
6,758
-1,176
| -15% | -$94.5K | 0.47% | 22 |
|
|
2019
Q2 | $635K | Sell |
7,934
-194
| -2% | -$15.5K | 0.53% | 23 |
|
|
2019
Q1 | $645K | Buy |
8,128
+2,326
| +40% | +$185K | 0.53% | 25 |
|
|
2018
Q4 | $423K | Buy |
5,802
+5,567
| +2,369% | +$406K | 0.42% | 33 |
|
|
2018
Q3 | $16K | Buy |
235
+21
| +10% | +$1.43K | 0.01% | 331 |
|
|
2018
Q2 | $12K | Buy |
214
+1
| +0.5% | +$56 | 0.01% | 334 |
|
|
2018
Q1 | $11K | Sell |
213
-223
| -51% | -$11.5K | 0.01% | 315 |
|
|
2017
Q4 | $24K | Buy |
+436
| New | +$24K | 0.02% | 317 |
|