Alaethes Wealth’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 |
-2,210
| Closed | -$222K | – | 114 |
|
|
2024
Q4 | $222K | Sell |
2,210
-13,744
| -86% | -$1.38M | 0.08% | 103 |
|
|
2024
Q3 | $1.82M | Buy |
15,954
+1,244
| +8% | +$142K | 0.67% | 50 |
|
|
2024
Q2 | $1.83M | Sell |
14,710
-2,728
| -16% | -$340K | 0.76% | 42 |
|
|
2024
Q1 | $2.31M | Buy |
17,438
+1,269
| +8% | +$168K | 1.01% | 28 |
|
|
2023
Q4 | $1.76M | Buy |
16,169
+8
| +0% | +$872 | 0.83% | 41 |
|
|
2023
Q3 | $1.66M | Sell |
16,161
-359
| -2% | -$37K | 0.91% | 31 |
|
|
2023
Q2 | $1.91M | Sell |
16,520
-1,075
| -6% | -$124K | 1.05% | 24 |
|
|
2023
Q1 | $1.87M | Buy |
17,595
+1,068
| +6% | +$114K | 1.1% | 19 |
|
|
2022
Q4 | $1.83M | Buy |
16,527
+1,178
| +8% | +$131K | 1.26% | 17 |
|
|
2022
Q3 | $1.32M | Buy |
15,349
+575
| +4% | +$49.5K | 0.97% | 30 |
|
|
2022
Q2 | $1.35M | Sell |
14,774
-197
| -1% | -$18K | 1% | 29 |
|
|
2022
Q1 | $1.23M | Buy |
14,971
+351
| +2% | +$28.8K | 0.78% | 48 |
|
|
2021
Q4 | $1.12M | Buy |
14,620
+1,497
| +11% | +$115K | 0.71% | 56 |
|
|
2021
Q3 | $986K | Buy |
13,123
+1,635
| +14% | +$123K | 0.72% | 54 |
|
|
2021
Q2 | $893K | Sell |
11,488
-498
| -4% | -$38.7K | 0.69% | 60 |
|
|
2021
Q1 | $882K | Buy |
+11,986
| New | +$882K | 0.82% | 45 |
|