Planning Directions’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,863
| Closed | -$246K | – | 75 |
|
|
2024
Q1 | $246K | Sell |
1,863
-280
| -13% | -$36.9K | 0.17% | 66 |
|
|
2023
Q4 | $234K | Sell |
2,143
-164
| -7% | -$17.9K | 0.17% | 64 |
|
|
2023
Q3 | $237K | Buy |
2,307
+11
| +0.5% | +$1.13K | 0.18% | 56 |
|
|
2023
Q2 | $265K | Buy |
2,296
+160
| +7% | +$18.5K | 0.19% | 54 |
|
|
2023
Q1 | $227K | Buy |
+2,136
| New | +$227K | 0.17% | 62 |
|
|
2020
Q2 | – | Sell |
-5,240
| Closed | -$385K | – | 86 |
|
|
2020
Q1 | $385K | Buy |
+5,240
| New | +$385K | 0.54% | 40 |
|