SAM
Simplify Asset Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-51,302
| Closed | -$6.35M | – | 118 |
|
|
2024
Q2 | $6.35M | Buy |
51,302
+3,639
| +8% | +$451K | 0.43% | 16 |
|
|
2024
Q1 | $6.29M | Buy |
47,663
+25,474
| +115% | +$3.36M | 0.37% | 16 |
|
|
2023
Q4 | $2.42M | Buy |
22,189
+3,402
| +18% | +$371K | 0.22% | 29 |
|
|
2023
Q3 | $1.93M | Buy |
18,787
+14,990
| +395% | +$1.54M | 0.22% | 50 |
|
|
2023
Q2 | $438K | Buy |
3,797
+946
| +33% | +$109K | 0.06% | 88 |
|
|
2023
Q1 | $303K | Buy |
+2,851
| New | +$303K | 0.04% | 88 |
|