Wealth Management Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,752
| Closed | -$217K | – | 117 |
|
|
2024
Q2 | $217K | Hold |
1,752
| – | – | 0.11% | 103 |
|
|
2024
Q1 | $231K | Buy |
+1,752
| New | +$231K | 0.12% | 106 |
|
|
2021
Q4 | – | Sell |
-4,083
| Closed | -$307K | – | 117 |
|
|
2021
Q3 | $307K | Buy |
4,083
+2
| +0% | +$150 | 0.23% | 87 |
|
|
2021
Q2 | $317K | Sell |
4,081
-196
| -5% | -$15.2K | 0.22% | 92 |
|
|
2021
Q1 | $311K | Buy |
4,277
+1
| +0% | +$73 | 0.23% | 86 |
|
|
2020
Q4 | $327K | Buy |
+4,276
| New | +$327K | 0.26% | 86 |
|