Accel 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
$451K Buy
5,695
+226
+4% +$17.9K 0.15% 147
2025
Q1
$491K Sell
5,469
-141
-3% -$12.7K 0.18% 126
2024
Q4
$558K Sell
5,610
-165
-3% -$16.4K 0.21% 117
2024
Q3
$656K Sell
5,775
-237
-4% -$26.9K 0.24% 105
2024
Q2
$744K Buy
6,012
+1,099
+22% +$136K 0.3% 84
2024
Q1
$648K Buy
4,913
+66
+1% +$8.71K 0.28% 89
2023
Q4
$528K Buy
4,847
+100
+2% +$10.9K 0.27% 97
2023
Q3
$489K Sell
4,747
-159
-3% -$16.4K 0.27% 94
2023
Q2
$566K Sell
4,906
-8
-0.2% -$923 0.31% 80
2023
Q1
$523K Sell
4,914
-59
-1% -$6.28K 0.21% 105
2022
Q4
$552K Sell
4,973
-84
-2% -$9.32K 0.26% 81
2022
Q3
$447K Sell
5,057
-177
-3% -$15.6K 0.24% 92
2022
Q2
$497K Buy
5,234
+3,348
+178% +$318K 0.29% 72
2022
Q1
$158K Buy
1,886
+728
+63% +$61K 0.08% 187
2021
Q4
$89K Sell
1,158
-98
-8% -$7.53K 0.04% 279
2021
Q3
$94K Sell
1,256
-97
-7% -$7.26K 0.06% 227
2021
Q2
$105K Sell
1,353
-60
-4% -$4.66K 0.07% 230
2021
Q1
$104K Sell
1,413
-206
-13% -$15.2K 0.08% 210
2020
Q4
$126K Buy
+1,619
New +$126K 0.12% 177