Private Client Services’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 |
-2,833
| Closed | -$282K | – | 201 |
|
|
2024
Q4 | $282K | Sell |
2,833
-1,669
| -37% | -$166K | 0.15% | 129 |
|
|
2024
Q3 | $511K | Buy |
4,502
+1,523
| +51% | +$173K | 0.27% | 76 |
|
|
2024
Q2 | $369K | Sell |
2,979
-136
| -4% | -$16.8K | 0.23% | 82 |
|
|
2024
Q1 | $411K | Buy |
3,115
+240
| +8% | +$31.7K | 0.28% | 77 |
|
|
2023
Q4 | $313K | Buy |
+2,875
| New | +$313K | 0.26% | 98 |
|