Planning Center Inc’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 |
-2,163
| Closed | -$215K | – | 74 |
|
|
2024
Q4 | $215K | Hold |
2,163
| – | – | 0.03% | 66 |
|
|
2024
Q3 | $246K | Hold |
2,163
| – | – | 0.03% | 60 |
|
|
2024
Q2 | $268K | Hold |
2,163
| – | – | 0.04% | 55 |
|
|
2024
Q1 | $285K | Hold |
2,163
| – | – | 0.06% | 48 |
|
|
2023
Q4 | $236K | Buy |
2,163
+98
| +5% | +$10.7K | 0.05% | 56 |
|
|
2023
Q3 | $213K | Sell |
2,065
-139
| -6% | -$14.3K | 0.06% | 62 |
|
|
2023
Q2 | $254K | Buy |
+2,204
| New | +$254K | 0.06% | 57 |
|