TFO Wealth Partners’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 |
-23
| Closed | -$3.04K | – | 497 |
|
|
2024
Q1 | $3.04K | Sell |
23
-31
| -57% | -$4.09K | ﹤0.01% | 112 |
|
|
2023
Q4 | $5.89K | Sell |
54
-410
| -88% | -$44.7K | ﹤0.01% | 105 |
|
|
2023
Q3 | $53.5K | Buy |
464
+241
| +108% | +$27.8K | 0.01% | 88 |
|
|
2023
Q2 | $25.7K | Hold |
223
| – | – | 0.01% | 119 |
|
|
2023
Q1 | $23.7K | Buy |
223
+222
| +22,200% | +$23.6K | 0.01% | 89 |
|
|
2022
Q4 | $212 | Sell |
1
-199
| -100% | -$42.2K | ﹤0.01% | 622 |
|
|
2022
Q3 | $17K | Sell |
200
-145
| -42% | -$12.3K | ﹤0.01% | 72 |
|
|
2022
Q2 | $31K | Buy |
+345
| New | +$31K | 0.01% | 75 |
|
|
2022
Q1 | – | Sell |
-456
| Closed | -$33K | – | 146 |
|
|
2021
Q4 | $33K | Sell |
456
-1
| -0.2% | -$72 | 0.01% | 70 |
|
|
2021
Q3 | $34K | Sell |
457
-19
| -4% | -$1.41K | 0.01% | 63 |
|
|
2021
Q2 | $37K | Buy |
+476
| New | +$37K | 0.01% | 43 |
|
|
2020
Q4 | – | Sell |
-1,812
| Closed | -$143K | – | 135 |
|
|
2020
Q3 | $143K | Hold |
1,812
| – | – | 0.06% | 32 |
|
|
2020
Q2 | $134K | Hold |
1,812
| – | – | 0.05% | 35 |
|
|
2020
Q1 | $133K | Sell |
1,812
-210
| -10% | -$15.4K | 0.06% | 39 |
|
|
2019
Q4 | $175K | Buy |
+2,022
| New | +$175K | 0.16% | 33 |
|