Pine Harbor 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
Q2 | – | Sell |
-2,519
| Closed | -$226K | – | 107 |
|
|
2025
Q1 | $226K | Buy |
2,519
+9
| +0.4% | +$808 | 0.09% | 85 |
|
|
2024
Q4 | $250K | Sell |
2,510
-757
| -23% | -$75.3K | 0.1% | 84 |
|
|
2024
Q3 | $371K | Sell |
3,267
-46
| -1% | -$5.22K | 0.18% | 66 |
|
|
2024
Q2 | $410K | Buy |
3,313
+7
| +0.2% | +$867 | 0.24% | 61 |
|
|
2024
Q1 | $436K | Sell |
3,306
-29
| -0.9% | -$3.83K | 0.27% | 59 |
|
|
2023
Q4 | $364K | Buy |
+3,335
| New | +$364K | 0.28% | 62 |
|