WR Wealth Planners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $167K | Sell |
1,683
-204
| -11% | -$20.3K | 0.05% | 174 |
|
|
2024
Q3 | $214K | Sell |
1,887
-397
| -17% | -$45.1K | 0.06% | 170 |
|
|
2024
Q2 | $283K | Sell |
2,284
-17
| -0.7% | -$2.11K | 0.09% | 139 |
|
|
2024
Q1 | $304K | Buy |
2,301
+111
| +5% | +$14.6K | 0.09% | 135 |
|
|
2023
Q4 | $239K | Buy |
2,190
+193
| +10% | +$21K | 0.09% | 161 |
|
|
2023
Q3 | $206K | Sell |
1,997
-193
| -9% | -$19.9K | 0.08% | 164 |
|
|
2023
Q2 | $253K | Buy |
2,190
+815
| +59% | +$94K | 0.1% | 146 |
|
|
2023
Q1 | $146K | Buy |
1,375
+1,085
| +374% | +$115K | 0.06% | 188 |
|
|
2022
Q4 | $32.2K | Sell |
290
-30
| -9% | -$3.33K | 0.02% | 197 |
|
|
2022
Q3 | $27.6K | Buy |
320
+33
| +11% | +$2.84K | 0.02% | 194 |
|
|
2022
Q2 | $26.1K | Buy |
287
+2
| +0.7% | +$182 | 0.02% | 209 |
|
|
2022
Q1 | $23.4K | Buy |
+285
| New | +$23.4K | 0.01% | 214 |
|