Triad Financial Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$344K Buy
3,342
+545
+19% +$56.1K 0.12% 65
2023
Q2
$323K Sell
2,797
-21
-0.7% -$2.42K 0.13% 66
2023
Q1
$300K Sell
2,818
-96
-3% -$10.2K 0.13% 74
2022
Q4
$323K Buy
2,914
+19
+0.7% +$2.11K 0.14% 76
2022
Q3
$249K Buy
2,895
+40
+1% +$3.44K 0.14% 83
2022
Q2
$260K Sell
2,855
-39
-1% -$3.55K 0.14% 83
2022
Q1
$237K Sell
2,894
-294
-9% -$24.1K 0.13% 98
2021
Q4
$244K Buy
+3,188
New +$244K 0.14% 106