Waterfront 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 |
-10,608
| Closed | -$1.06M | – | 261 |
|
2024
Q4 | $1.06M | Buy |
10,608
+221
| +2% | +$22K | 0.26% | 124 |
|
2024
Q3 | $1.09M | Buy |
10,387
+324
| +3% | +$33.9K | 0.27% | 116 |
|
2024
Q2 | $1.25M | Buy |
10,063
+805
| +9% | +$99.7K | 0.34% | 91 |
|
2024
Q1 | $1.21M | Buy |
9,258
+6,698
| +262% | +$879K | 0.34% | 90 |
|
2023
Q4 | $279K | Hold |
2,560
| – | – | 0.08% | 205 |
|
2023
Q3 | $264K | Buy |
2,560
+34
| +1% | +$3.51K | 0.09% | 201 |
|
2023
Q2 | $272K | Sell |
2,526
-60
| -2% | -$6.46K | 0.08% | 208 |
|
2023
Q1 | $275K | Hold |
2,586
| – | – | 0.09% | 208 |
|
2022
Q4 | $273K | Hold |
2,586
| – | – | 0.09% | 208 |
|
2022
Q3 | $261K | Buy |
2,586
+159
| +7% | +$16K | 0.1% | 201 |
|
2022
Q2 | $221K | Hold |
2,427
| – | – | 0.09% | 209 |
|
2022
Q1 | $211K | Sell |
2,427
-390
| -14% | -$33.9K | 0.07% | 232 |
|
2021
Q4 | $216K | Buy |
+2,817
| New | +$216K | 0.09% | 207 |
|