Vantage Financial Partners (Illinois)’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $718K | Hold |
5,800
| – | – | 0.18% | 61 |
|
|
2024
Q1 | $765K | Sell |
5,800
-150
| -3% | -$19.8K | 0.2% | 59 |
|
|
2023
Q4 | $649K | Buy |
5,950
+2,050
| +53% | +$223K | 0.2% | 64 |
|
|
2023
Q3 | $402K | Hold |
3,900
| – | – | 0.23% | 69 |
|
|
2023
Q2 | $450K | Hold |
3,900
| – | – | 0.25% | 61 |
|
|
2023
Q1 | $415K | Hold |
3,900
| – | – | 0.25% | 63 |
|
|
2022
Q4 | $433K | Hold |
3,900
| – | – | 0.25% | 64 |
|
|
2022
Q3 | $336K | Sell |
3,900
-100
| -3% | -$8.62K | 0.22% | 67 |
|
|
2022
Q2 | $365K | Buy |
4,000
+100
| +3% | +$9.13K | 0.22% | 70 |
|
|
2022
Q1 | $320K | Sell |
3,900
-50
| -1% | -$4.1K | 0.17% | 70 |
|
|
2021
Q4 | $303K | Buy |
3,950
+50
| +1% | +$3.84K | 0.15% | 71 |
|
|
2021
Q3 | $293K | Buy |
3,900
+1,000
| +34% | +$75.1K | 0.16% | 70 |
|
|
2021
Q2 | $226K | Buy |
+2,900
| New | +$226K | 0.13% | 80 |
|
|
2020
Q4 | – | Sell |
-2,646
| Closed | -$209K | – | 80 |
|
|
2020
Q3 | $209K | Buy |
+2,646
| New | +$209K | 0.13% | 73 |
|
|
2020
Q1 | – | Sell |
-2,646
| Closed | -$230K | – | 74 |
|
|
2019
Q4 | $230K | Hold |
2,646
| – | – | 0.14% | 71 |
|
|
2019
Q3 | $213K | Hold |
2,646
| – | – | 0.14% | 71 |
|
|
2019
Q2 | $212K | Hold |
2,646
| – | – | 0.14% | 78 |
|
|
2019
Q1 | $210K | Buy |
+2,646
| New | +$210K | 0.14% | 77 |
|
|
2017
Q2 | – | Sell |
-27,798
| Closed | -$901K | – | 73 |
|
|
2017
Q1 | $901K | Buy |
+27,798
| New | +$901K | 0.64% | 20 |
|