Werba Rubin Papier Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+2,748
| New | +$218K | 0.04% | 202 |
|
|
2025
Q1 | – | Sell |
-3,039
| Closed | -$302K | – | 203 |
|
|
2024
Q4 | $302K | Buy |
3,039
+97
| +3% | +$9.65K | 0.07% | 131 |
|
|
2024
Q3 | $334K | Buy |
2,942
+622
| +27% | +$70.6K | 0.08% | 123 |
|
|
2024
Q2 | $287K | Buy |
2,320
+453
| +24% | +$56.1K | 0.08% | 124 |
|
|
2024
Q1 | $248K | Sell |
1,867
-1
| -0.1% | -$133 | 0.07% | 121 |
|
|
2023
Q4 | $205K | Buy |
+1,868
| New | +$205K | 0.07% | 110 |
|
|
2023
Q3 | – | Sell |
-1,919
| Closed | -$221K | – | 129 |
|
|
2023
Q2 | $221K | Buy |
1,919
+19
| +1% | +$2.19K | 0.08% | 104 |
|
|
2023
Q1 | $204K | Buy |
1,900
+34
| +2% | +$3.64K | 0.08% | 101 |
|
|
2022
Q4 | $208K | Buy |
+1,866
| New | +$208K | 0.09% | 92 |
|