Warren Street Wealth 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 |
-2,231
| Closed | -$222K | – | 115 |
|
|
2024
Q4 | $222K | Sell |
2,231
-553
| -20% | -$55K | 0.09% | 93 |
|
|
2024
Q3 | $316K | Sell |
2,784
-106
| -4% | -$12K | 0.13% | 76 |
|
|
2024
Q2 | $358K | Buy |
2,890
+138
| +5% | +$17.1K | 0.18% | 66 |
|
|
2024
Q1 | $363K | Buy |
2,752
+586
| +27% | +$77.3K | 0.18% | 66 |
|
|
2023
Q4 | $236K | Buy |
2,166
+54
| +3% | +$5.89K | 0.13% | 78 |
|
|
2023
Q3 | $217K | Sell |
2,112
-40
| -2% | -$4.12K | 0.14% | 75 |
|
|
2023
Q2 | $248K | Buy |
+2,152
| New | +$248K | 0.16% | 68 |
|