PFG Private Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,466
| Closed | -$146K | – | 290 |
|
|
2024
Q4 | $146K | Buy |
1,466
+211
| +17% | +$21K | 0.08% | 64 |
|
|
2024
Q3 | $143K | Buy |
1,255
+188
| +18% | +$21.3K | 0.08% | 72 |
|
|
2024
Q2 | $132K | Buy |
1,067
+967
| +967% | +$120K | 0.08% | 70 |
|
|
2024
Q1 | $13.2K | Hold |
100
| – | – | 0.01% | 127 |
|
|
2023
Q4 | $10.9K | Sell |
100
-1,059
| -91% | -$115K | 0.01% | 128 |
|
|
2023
Q3 | $119K | Buy |
+1,159
| New | +$119K | 0.09% | 58 |
|