Valley Financial Group’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 |
-2,369
| Closed | -$213K | – | 63 |
|
2025
Q1 | $213K | Sell |
2,369
-20
| -0.8% | -$1.8K | 0.14% | 56 |
|
2024
Q4 | $238K | Sell |
2,389
-1,056
| -31% | -$105K | 0.17% | 53 |
|
2024
Q3 | $391K | Sell |
3,445
-15
| -0.4% | -$1.7K | 0.27% | 39 |
|
2024
Q2 | $428K | Buy |
3,460
+457
| +15% | +$56.6K | 0.31% | 34 |
|
2024
Q1 | $396K | Buy |
3,003
+23
| +0.8% | +$3.04K | 0.3% | 34 |
|
2023
Q4 | $325K | Buy |
+2,980
| New | +$325K | 0.25% | 42 |
|