Unique Wealth’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 |
-2,558
| Closed | -$254K | – | 163 |
|
2024
Q4 | $254K | Buy |
+2,558
| New | +$254K | 0.05% | 124 |
|
2024
Q3 | – | Sell |
-7,841
| Closed | -$971K | – | 123 |
|
2024
Q2 | $971K | Buy |
7,841
+1,368
| +21% | +$169K | 0.25% | 48 |
|
2024
Q1 | $854K | Buy |
6,473
+1,641
| +34% | +$217K | 0.24% | 50 |
|
2023
Q4 | $527K | Buy |
4,832
+1,056
| +28% | +$115K | 0.17% | 49 |
|
2023
Q3 | $389K | Buy |
3,776
+2,042
| +118% | +$210K | 0.16% | 57 |
|
2023
Q2 | $200K | Buy |
+1,734
| New | +$200K | 0.09% | 74 |
|
2023
Q1 | – | Sell |
-1,879
| Closed | -$208K | – | 65 |
|
2022
Q4 | $208K | Buy |
+1,879
| New | +$208K | 0.11% | 57 |
|