SFA
Source Financial Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $362K | Buy |
3,185
+101
| +3% | +$11.5K | 0.11% | 84 |
|
|
2024
Q2 | $382K | Buy |
3,084
+1
| +0% | +$124 | 0.12% | 78 |
|
|
2024
Q1 | $407K | Buy |
3,083
+73
| +2% | +$9.63K | 0.12% | 81 |
|
|
2023
Q4 | $328K | Buy |
3,010
+168
| +6% | +$18.3K | 0.1% | 97 |
|
|
2023
Q3 | $293K | Sell |
2,842
-131
| -4% | -$13.5K | 0.1% | 104 |
|
|
2023
Q2 | $343K | Buy |
2,973
+187
| +7% | +$21.6K | 0.11% | 100 |
|
|
2023
Q1 | $296K | Buy |
2,786
+165
| +6% | +$17.6K | 0.1% | 101 |
|
|
2022
Q4 | $291K | Buy |
2,621
+72
| +3% | +$7.99K | 0.11% | 102 |
|
|
2022
Q3 | $219K | Buy |
2,549
+277
| +12% | +$23.8K | 0.09% | 107 |
|
|
2022
Q2 | $207K | Buy |
+2,272
| New | +$207K | 0.08% | 109 |
|