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 |
|