SL Advisors’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 |
-2,105
| Closed | -$209K | – | 32 |
|
|
2024
Q4 | $209K | Sell |
2,105
-142
| -6% | -$14.1K | 0.35% | 35 |
|
|
2024
Q3 | $255K | Hold |
2,247
| – | – | 0.46% | 35 |
|
|
2024
Q2 | $278K | Hold |
2,247
| – | – | 0.55% | 28 |
|
|
2024
Q1 | $296K | Buy |
2,247
+38
| +2% | +$5.01K | 0.58% | 35 |
|
|
2023
Q4 | $241K | Buy |
+2,209
| New | +$241K | 0.52% | 38 |
|
|
2023
Q3 | – | Sell |
-2,012
| Closed | -$232K | – | 46 |
|
|
2023
Q2 | $232K | Hold |
2,012
| – | – | 0.52% | 38 |
|
|
2023
Q1 | $214K | Hold |
2,012
| – | – | 0.46% | 47 |
|
|
2022
Q4 | $223K | Buy |
+2,012
| New | +$223K | 0.49% | 47 |
|