Strategic Planning Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,951
Closed -$1.45M 96
2024
Q1
$1.45M Buy
10,951
+1,461
+15% +$193K 0.36% 73
2023
Q4
$1.03M Buy
+9,490
New +$1.03M 0.34% 82