Scholtz & Company’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,947
| Closed | -$221K | – | 56 |
|
|
2024
Q3 | $221K | Sell |
1,947
-1,195
| -38% | -$136K | 0.1% | 49 |
|
|
2024
Q2 | $389K | Sell |
3,142
-230
| -7% | -$28.5K | 0.17% | 45 |
|
|
2024
Q1 | $445K | Sell |
3,372
-2,755
| -45% | -$364K | 0.2% | 43 |
|
|
2023
Q4 | $668K | Buy |
+6,127
| New | +$668K | 0.33% | 43 |
|
|
2023
Q3 | – | Sell |
-1,854
| Closed | -$214K | – | 45 |
|
|
2023
Q2 | $214K | Buy |
+1,854
| New | +$214K | 0.13% | 36 |
|
|
2014
Q4 | – | Sell |
-4,402
| Closed | -$249K | – | 60 |
|
|
2014
Q3 | $249K | Sell |
4,402
-1,886
| -30% | -$107K | 0.25% | 53 |
|
|
2014
Q2 | $347K | Hold |
6,288
| – | – | 0.33% | 52 |
|
|
2014
Q1 | $341K | Buy |
+6,288
| New | +$341K | 0.37% | 55 |
|