Optivise Advisory Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,300
| Closed | -$206K | – | 217 |
|
|
2025
Q1 | $206K | Sell |
2,300
-56
| -2% | -$5.03K | 0.12% | 184 |
|
|
2024
Q4 | $234K | Sell |
2,356
-109
| -4% | -$10.8K | 0.13% | 151 |
|
|
2024
Q3 | $280K | Buy |
2,465
+76
| +3% | +$8.63K | 0.15% | 129 |
|
|
2024
Q2 | $296K | Buy |
+2,389
| New | +$296K | 0.16% | 129 |
|