WorthPointe’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,201
| Closed | -$219K | – | 95 |
|
2024
Q4 | $219K | Buy |
2,201
+69
| +3% | +$6.86K | 0.09% | 83 |
|
2024
Q3 | $242K | Buy |
2,132
+466
| +28% | +$52.9K | 0.1% | 69 |
|
2024
Q2 | $206K | Sell |
1,666
-28
| -2% | -$3.47K | 0.09% | 69 |
|
2024
Q1 | $224K | Buy |
+1,694
| New | +$224K | 0.11% | 60 |
|
2023
Q4 | – | Sell |
-2,364
| Closed | -$243K | – | 79 |
|
2023
Q3 | $243K | Buy |
2,364
+503
| +27% | +$51.8K | 0.14% | 59 |
|
2023
Q2 | $215K | Buy |
+1,861
| New | +$215K | 0.13% | 54 |
|