1858 Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $542K | Sell |
6,841
-1,651
| -19% | -$131K | 0.4% | 56 |
|
2025
Q1 | $762K | Sell |
8,492
-677
| -7% | -$60.8K | 0.65% | 48 |
|
2024
Q4 | $912K | Sell |
9,169
-8,743
| -49% | -$870K | 0.72% | 40 |
|
2024
Q3 | $2.03M | Buy |
17,912
+76
| +0.4% | +$8.63K | 1.67% | 17 |
|
2024
Q2 | $2.21M | Sell |
17,836
-2,744
| -13% | -$340K | 1.83% | 15 |
|
2024
Q1 | $2.24M | Hold |
20,580
| – | – | 2.13% | 12 |
|
2023
Q4 | $2.24M | Buy |
+20,580
| New | +$2.24M | 2.13% | 12 |
|