WestHill Financial Advisors’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 |
-2,160
| Closed | -$245K | – | 79 |
|
|
2024
Q3 | $245K | Buy |
2,160
+76
| +4% | +$8.63K | 0.06% | 65 |
|
|
2024
Q2 | $258K | Sell |
2,084
-231
| -10% | -$28.6K | 0.06% | 60 |
|
|
2024
Q1 | $305K | Buy |
2,315
+335
| +17% | +$44.2K | 0.08% | 57 |
|
|
2023
Q4 | $216K | Sell |
1,980
-68
| -3% | -$7.41K | 0.06% | 67 |
|
|
2023
Q3 | $211K | Hold |
2,048
| – | – | 0.06% | 63 |
|
|
2023
Q2 | $236K | Sell |
2,048
-86
| -4% | -$9.92K | 0.07% | 55 |
|
|
2023
Q1 | $227K | Sell |
2,134
-250
| -10% | -$26.6K | 0.07% | 55 |
|
|
2022
Q4 | $265K | Buy |
+2,384
| New | +$265K | 0.08% | 50 |
|