UP Strategic Wealth Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,377
| Closed | -$303K | – | 100 |
|
|
2025
Q1 | $303K | Buy |
3,377
+204
| +6% | +$18.3K | 0.27% | 62 |
|
|
2024
Q4 | $316K | Buy |
3,173
+1,079
| +52% | +$107K | 0.32% | 53 |
|
|
2024
Q3 | $238K | Buy |
+2,094
| New | +$238K | 0.27% | 66 |
|
|
2024
Q2 | – | Sell |
-1,552
| Closed | -$205K | – | 62 |
|
|
2024
Q1 | $205K | Buy |
+1,552
| New | +$205K | 0.34% | 58 |
|