ShankerValleau Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,407
| Closed | -$216K | – | 42 |
|
|
2025
Q1 | $216K | Hold |
2,407
| – | – | 0.07% | 35 |
|
|
2024
Q4 | $239K | Buy |
2,407
+300
| +14% | +$29.8K | 0.08% | 32 |
|
|
2024
Q3 | $239K | Hold |
2,107
| – | – | 0.08% | 26 |
|
|
2024
Q2 | $261K | Hold |
2,107
| – | – | 0.11% | 22 |
|
|
2024
Q1 | $278K | Hold |
2,107
| – | – | 0.13% | 20 |
|
|
2023
Q4 | $230K | Hold |
2,107
| – | – | 0.12% | 21 |
|
|
2023
Q3 | $217K | Hold |
2,107
| – | – | 0.12% | 21 |
|
|
2023
Q2 | $243K | Buy |
+2,107
| New | +$243K | 0.13% | 20 |
|