Perfromance Wealth Partners’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 |
-5,450
| Closed | -$489K | – | 196 |
|
|
2025
Q1 | $489K | Buy |
+5,450
| New | +$489K | 0.02% | 93 |
|
|
2024
Q3 | – | Sell |
-49,646
| Closed | -$6.15M | – | 200 |
|
|
2024
Q2 | $6.15M | Buy |
49,646
+1,822
| +4% | +$226K | 0.23% | 21 |
|
|
2024
Q1 | $6.31M | Buy |
47,824
+2,414
| +5% | +$319K | 0.26% | 29 |
|
|
2023
Q4 | $4.95M | Sell |
45,410
-2,281
| -5% | -$249K | 0.22% | 35 |
|
|
2023
Q3 | $4.91M | Buy |
47,691
+5,030
| +12% | +$518K | 0.24% | 37 |
|
|
2023
Q2 | $4.85M | Buy |
42,661
+5,660
| +15% | +$644K | 0.22% | 35 |
|
|
2023
Q1 | $3.94M | Buy |
37,001
+10,134
| +38% | +$1.08M | 0.2% | 39 |
|
|
2022
Q4 | $2.98M | Buy |
26,867
+10,177
| +61% | +$1.13M | 0.18% | 41 |
|
|
2022
Q3 | $1.44M | Buy |
16,690
+2,800
| +20% | +$241K | 0.08% | 57 |
|
|
2022
Q2 | $1.27M | Buy |
13,890
+1,749
| +14% | +$159K | 0.07% | 60 |
|
|
2022
Q1 | $996K | Hold |
12,141
| – | – | 0.04% | 77 |
|
|
2021
Q4 | $930K | Buy |
+12,141
| New | +$930K | 0.04% | 86 |
|