PRW Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $243K | Hold |
2,368
| – | – | 0.09% | 87 |
|
|
2023
Q2 | $250K | Buy |
2,368
+49
| +2% | +$5.17K | 0.09% | 60 |
|
|
2023
Q1 | $268K | Hold |
2,319
| – | – | 0.1% | 87 |
|
|
2022
Q4 | $257K | Buy |
+2,319
| New | +$257K | 0.11% | 52 |
|
|
2022
Q3 | – | Sell |
-2,319
| Closed | -$212K | – | 104 |
|
|
2022
Q2 | $212K | Buy |
+2,319
| New | +$212K | 0.12% | 87 |
|
|
2021
Q3 | – | Sell |
-30,221
| Closed | -$2.35M | – | 218 |
|
|
2021
Q2 | $2.35M | Buy |
+30,221
| New | +$2.35M | 0.69% | 36 |
|
|
2021
Q1 | – | Sell |
-2,865
| Closed | -$224K | – | 99 |
|
|
2020
Q4 | $224K | Hold |
2,865
| – | – | 0.13% | 84 |
|
|
2020
Q3 | $227K | Hold |
2,865
| – | – | 0.16% | 75 |
|
|
2020
Q2 | $211K | Sell |
2,865
-20
| -0.7% | -$1.47K | 0.17% | 75 |
|
|
2020
Q1 | $212K | Buy |
+2,885
| New | +$212K | 0.26% | 57 |
|
|
2019
Q2 | – | Sell |
-1,004
| Closed | -$81K | – | 436 |
|
|
2019
Q1 | $81K | Buy |
1,004
+435
| +76% | +$35.1K | 0.08% | 100 |
|
|
2018
Q4 | $41K | Buy |
+569
| New | +$41K | 0.05% | 152 |
|