Wharton Business Group’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 |
-1,641
| Closed | -$203K | – | 145 |
|
|
2024
Q2 | $203K | Sell |
1,641
-45
| -3% | -$5.57K | 0.01% | 133 |
|
|
2024
Q1 | $222K | Buy |
+1,686
| New | +$222K | 0.01% | 129 |
|
|
2021
Q2 | – | Sell |
-3,391
| Closed | -$249K | – | 125 |
|
|
2021
Q1 | $249K | Buy |
3,391
+47
| +1% | +$3.45K | 0.02% | 106 |
|
|
2020
Q4 | $261K | Hold |
3,344
| – | – | 0.02% | 103 |
|
|
2020
Q3 | $265K | Buy |
+3,344
| New | +$265K | 0.02% | 101 |
|
|
2015
Q4 | – | Sell |
-43,802
| Closed | -$2.06M | – | 129 |
|
|
2015
Q3 | $2.06M | Buy |
43,802
+42
| +0.1% | +$1.98K | 0.2% | 68 |
|
|
2015
Q2 | $2.38K | Buy |
43,760
+5,468
| +14% | +$297 | 0.16% | 71 |
|
|
2015
Q1 | $2.1M | Hold |
38,292
| – | – | 0.17% | 76 |
|
|
2014
Q4 | $2.08M | Hold |
38,292
| – | – | 0.17% | 78 |
|
|
2014
Q3 | $2.17M | Hold |
38,292
| – | – | 0.19% | 81 |
|
|
2014
Q2 | $2.11M | Hold |
38,292
| – | – | 0.23% | 77 |
|
|
2014
Q1 | $2.07M | Hold |
38,292
| – | – | 0.17% | 93 |
|
|
2013
Q4 | $1.83M | Hold |
38,292
| – | – | 0.15% | 91 |
|
|
2013
Q3 | $1.74M | Hold |
38,292
| – | – | 0.15% | 89 |
|
|
2013
Q2 | $1.7M | Buy |
+38,292
| New | +$1.7M | 0.15% | 91 |
|