ORBA Wealth Advisors’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 |
-3,390
| Closed | -$304K | – | 93 |
|
|
2025
Q1 | $304K | Hold |
3,390
| – | – | 0.15% | 86 |
|
|
2024
Q4 | $337K | Sell |
3,390
-30
| -0.9% | -$2.98K | 0.18% | 81 |
|
|
2024
Q3 | $388K | Sell |
3,420
-179
| -5% | -$20.3K | 0.2% | 76 |
|
|
2024
Q2 | $446K | Buy |
3,599
+72
| +2% | +$8.91K | 0.23% | 69 |
|
|
2024
Q1 | $465K | Buy |
3,527
+407
| +13% | +$53.7K | 0.26% | 63 |
|
|
2023
Q4 | $340K | Buy |
+3,120
| New | +$340K | 0.2% | 69 |
|