Abundance Wealth Counselors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
3,378
-179
-5% -$14.1K 0.05% 141
2025
Q1
$319K Sell
3,557
-535
-13% -$48K 0.07% 129
2024
Q4
$407K Buy
4,092
+553
+16% +$55K 0.09% 119
2024
Q3
$402K Buy
3,539
+248
+8% +$28.2K 0.08% 119
2024
Q2
$407K Sell
3,291
-7,636
-70% -$944K 0.19% 61
2024
Q1
$1.44M Sell
10,927
-703
-6% -$92.8K 0.33% 53
2023
Q4
$1.27M Sell
11,630
-38
-0.3% -$4.14K 0.33% 53
2023
Q3
$1.2M Sell
11,668
-611
-5% -$62.9K 0.34% 52
2023
Q2
$1.42M Sell
12,279
-1,603
-12% -$185K 0.73% 23
2023
Q1
$1.48M Sell
13,882
-1,994
-13% -$212K 0.37% 42
2022
Q4
$1.76M Buy
15,876
+1,148
+8% +$127K 0.48% 36
2022
Q3
$1.27M Buy
14,728
+573
+4% +$49.3K 0.36% 40
2022
Q2
$1.29M Buy
14,155
+711
+5% +$64.8K 0.35% 43
2022
Q1
$1.1M Buy
13,444
+3,501
+35% +$287K 0.3% 59
2021
Q4
$762K Sell
9,943
-1,014
-9% -$77.7K 0.2% 66
2021
Q3
$823K Buy
10,957
+437
+4% +$32.8K 0.48% 25
2021
Q2
$818K Buy
10,520
+4,293
+69% +$334K 0.21% 59
2021
Q1
$458K Buy
6,227
+1,237
+25% +$91K 0.11% 68
2020
Q4
$389K Buy
4,990
+197
+4% +$15.4K 0.1% 71
2020
Q3
$379K Buy
4,793
+17
+0.4% +$1.34K 0.11% 70
2020
Q2
$352K Buy
4,776
+227
+5% +$16.7K 0.11% 69
2020
Q1
$334K Buy
4,549
+1,399
+44% +$103K 0.12% 23
2019
Q4
$273K Buy
+3,150
New +$273K 0.08% 29