Worth Asset Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,192
Closed -$138K 285
2023
Q2
$138K Buy
1,192
+192
+19% +$22.2K 0.11% 110
2023
Q1
$106K Hold
1,000
0.08% 126
2022
Q4
$111K Hold
1,000
0.08% 109
2022
Q3
$86K Sell
1,000
-14,488
-94% -$1.25M 0.06% 109
2022
Q2
$1.41M Sell
15,488
-4,099
-21% -$373K 0.96% 19
2022
Q1
$1.78M Buy
+19,587
New +$1.78M 1.16% 19