Peninsula Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,830
| Closed | -$234K | – | 101 |
|
|
2024
Q2 | $234K | Buy |
1,830
+218
| +14% | +$27.8K | 0.04% | 88 |
|
|
2024
Q1 | $213K | Buy |
+1,612
| New | +$213K | 0.04% | 91 |
|
|
2023
Q4 | – | Sell |
-2,313
| Closed | -$239K | – | 86 |
|
|
2023
Q3 | $239K | Buy |
2,313
+47
| +2% | +$4.86K | 0.06% | 76 |
|
|
2023
Q2 | $262K | Buy |
2,266
+175
| +8% | +$20.2K | 0.07% | 69 |
|
|
2023
Q1 | $222K | Buy |
2,091
+274
| +15% | +$29.2K | 0.06% | 70 |
|
|
2022
Q4 | $202K | Buy |
+1,817
| New | +$202K | 0.06% | 73 |
|