Western Financial Corp’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,850
| Closed | -$778K | – | 135 |
|
2024
Q3 | $778K | Sell |
6,850
-1,739
| -20% | -$197K | 0.44% | 70 |
|
2024
Q2 | $1.06M | Buy |
8,589
+30
| +0.4% | +$3.71K | 0.64% | 41 |
|
2024
Q1 | $1.13M | Buy |
8,559
+86
| +1% | +$11.3K | 0.69% | 32 |
|
2023
Q4 | $924K | Sell |
8,473
-5,228
| -38% | -$570K | 0.62% | 28 |
|
2023
Q3 | $1.41M | Buy |
13,701
+5,612
| +69% | +$578K | 1.03% | 21 |
|
2023
Q2 | $933K | Sell |
8,089
-78
| -1% | -$9K | 0.64% | 30 |
|
2023
Q1 | $869K | Buy |
+8,167
| New | +$869K | 0.62% | 32 |
|