Spartan Planning & Wealth Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$235K Sell
2,158
-149
-6% -$16.2K 0.25% 50
2023
Q3
$238K Buy
+2,307
New +$238K 0.28% 53
2022
Q4
$402K Buy
3,619
+1,004
+38% +$111K 0.5% 31
2022
Q3
$225K Sell
2,615
-1,411
-35% -$121K 0.29% 22
2022
Q2
$367K Buy
4,026
+4,023
+134,100% +$367K 0.49% 23
2022
Q1
$0 Buy
+3
New ﹤0.01% 139