Alpha Family Trust’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
5,975
+1,820
| +44% | +$144K | 0.23% | 80 |
|
|
2025
Q1 | $373K | Sell |
4,155
-3,020
| -42% | -$271K | 0.22% | 88 |
|
|
2024
Q4 | $714K | Buy |
7,175
+1,620
| +29% | +$161K | 0.4% | 42 |
|
|
2024
Q3 | $631K | Hold |
5,555
| – | – | 0.35% | 53 |
|
|
2024
Q2 | $688K | Hold |
5,555
| – | – | 0.4% | 45 |
|
|
2024
Q1 | $733K | Hold |
5,555
| – | – | 0.44% | 41 |
|
|
2023
Q4 | $606K | Hold |
5,555
| – | – | 0.41% | 44 |
|
|
2023
Q3 | $572K | Sell |
5,555
-1,115
| -17% | -$115K | 0.44% | 48 |
|
|
2023
Q2 | $770K | Hold |
6,670
| – | – | 0.54% | 31 |
|
|
2023
Q1 | $710K | Buy |
6,670
+1,115
| +20% | +$119K | 0.56% | 30 |
|
|
2022
Q4 | $616K | Buy |
5,555
+1,400
| +34% | +$155K | 0.56% | 40 |
|
|
2022
Q3 | $358K | Buy |
4,155
+1,060
| +34% | +$91.3K | 0.27% | 25 |
|
|
2022
Q2 | $282K | Buy |
+3,095
| New | +$282K | 0.18% | 39 |
|