Strategic Family Wealth Counselors’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 |
-2,023
| Closed | -$201K | – | 143 |
|
|
2024
Q4 | $201K | Sell |
2,023
-330
| -14% | -$32.8K | 0.07% | 133 |
|
|
2024
Q3 | $267K | Buy |
2,353
+234
| +11% | +$26.6K | 0.09% | 113 |
|
|
2024
Q2 | $262K | Hold |
2,119
| – | – | 0.1% | 107 |
|
|
2024
Q1 | $280K | Hold |
2,119
| – | – | 0.11% | 92 |
|
|
2023
Q4 | $231K | Hold |
2,119
| – | – | 0.1% | 105 |
|
|
2023
Q3 | $218K | Hold |
2,119
| – | – | 0.1% | 100 |
|
|
2023
Q2 | $245K | Sell |
2,119
-100
| -5% | -$11.5K | 0.11% | 90 |
|
|
2023
Q1 | $236K | Hold |
2,219
| – | – | 0.11% | 92 |
|
|
2022
Q4 | $246K | Buy |
+2,219
| New | +$246K | 0.12% | 87 |
|
|
2019
Q2 | – | Sell |
-2,733
| Closed | -$217K | – | 66 |
|
|
2019
Q1 | $217K | Buy |
+2,733
| New | +$217K | 0.18% | 60 |
|