TrueWealth Advisors’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 |
-2,229
| Closed | -$222K | – | 230 |
|
|
2024
Q4 | $222K | Buy |
2,229
+83
| +4% | +$8.26K | 0.07% | 207 |
|
|
2024
Q3 | $244K | Sell |
2,146
-22
| -1% | -$2.5K | 0.08% | 193 |
|
|
2024
Q2 | $268K | Sell |
2,168
-42
| -2% | -$5.2K | 0.1% | 184 |
|
|
2024
Q1 | $292K | Buy |
2,210
+188
| +9% | +$24.8K | 0.11% | 150 |
|
|
2023
Q4 | $220K | Buy |
2,022
+38
| +2% | +$4.14K | 0.09% | 179 |
|
|
2023
Q3 | $204K | Buy |
1,984
+174
| +10% | +$17.9K | 0.09% | 187 |
|
|
2023
Q2 | $209K | Sell |
1,810
-212
| -10% | -$24.5K | 0.09% | 180 |
|
|
2023
Q1 | $215K | Buy |
2,022
+26
| +1% | +$2.77K | 0.09% | 174 |
|
|
2022
Q4 | $221K | Buy |
+1,996
| New | +$221K | 0.1% | 165 |
|