Sweet Financial Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $608K | Sell |
5,354
-2,514
| -32% | -$285K | 0.13% | 115 |
|
|
2024
Q2 | $974K | Sell |
7,868
-2,451
| -24% | -$303K | 0.22% | 77 |
|
|
2024
Q1 | $1.36M | Sell |
10,319
-12,973
| -56% | -$1.71M | 0.31% | 69 |
|
|
2023
Q4 | $2.54M | Buy |
23,292
+2,837
| +14% | +$309K | 0.6% | 33 |
|
|
2023
Q3 | $2.11M | Buy |
20,455
+1,292
| +7% | +$133K | 0.56% | 33 |
|
|
2023
Q2 | $2.21M | Buy |
19,163
+3,037
| +19% | +$350K | 0.58% | 32 |
|
|
2023
Q1 | $1.72M | Buy |
16,126
+2,411
| +18% | +$257K | 0.47% | 36 |
|
|
2022
Q4 | $1.52M | Buy |
13,715
+993
| +8% | +$110K | 0.45% | 32 |
|
|
2022
Q3 | $1.1M | Buy |
12,722
+6,507
| +105% | +$561K | 0.35% | 41 |
|
|
2022
Q2 | $567K | Sell |
6,215
-208
| -3% | -$19K | 0.18% | 78 |
|
|
2022
Q1 | $527K | Buy |
6,423
+153
| +2% | +$12.6K | 0.14% | 94 |
|
|
2021
Q4 | $481K | Buy |
+6,270
| New | +$481K | 0.2% | 71 |
|