Oxler Private Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,686
| Closed | -$1.15M | – | 86 |
|
|
2024
Q1 | $1.15M | Buy |
+8,686
| New | +$1.15M | 0.45% | 41 |
|
|
2023
Q4 | – | Sell |
-7,581
| Closed | -$781K | – | 83 |
|
|
2023
Q3 | $781K | Buy |
7,581
+48
| +0.6% | +$4.94K | 0.39% | 51 |
|
|
2023
Q2 | $869K | Buy |
7,533
+49
| +0.7% | +$5.65K | 0.41% | 51 |
|
|
2023
Q1 | $796K | Buy |
7,484
+49
| +0.7% | +$5.21K | 0.39% | 56 |
|
|
2022
Q4 | $825K | Buy |
7,435
+59
| +0.8% | +$6.55K | 0.44% | 55 |
|
|
2022
Q3 | $635K | Buy |
7,376
+53
| +0.7% | +$4.57K | 0.36% | 63 |
|
|
2022
Q2 | $668K | Buy |
7,323
+59
| +0.8% | +$5.38K | 0.32% | 69 |
|
|
2022
Q1 | $596K | Buy |
7,264
+64
| +0.9% | +$5.25K | 0.27% | 79 |
|
|
2021
Q4 | $551K | Hold |
7,200
| – | – | 0.23% | 89 |
|
|
2021
Q3 | $540K | Sell |
7,200
-132
| -2% | -$9.9K | 0.24% | 90 |
|
|
2021
Q2 | $570K | Sell |
7,332
-214
| -3% | -$16.6K | 0.25% | 93 |
|
|
2021
Q1 | $555K | Buy |
7,546
+210
| +3% | +$15.4K | 0.28% | 83 |
|
|
2020
Q4 | $572K | Buy |
+7,336
| New | +$572K | 0.32% | 70 |
|