Altus 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 | – | Sell |
-6,557
| Closed | -$589K | – | 37 |
|
|
2025
Q1 | $589K | Buy |
6,557
+14
| +0.2% | +$1.26K | 0.28% | 22 |
|
|
2024
Q4 | $651K | Buy |
6,543
+165
| +3% | +$16.4K | 0.29% | 24 |
|
|
2024
Q3 | $724K | Buy |
6,378
+36
| +0.6% | +$4.09K | 0.34% | 19 |
|
|
2024
Q2 | $785K | Sell |
6,342
-103
| -2% | -$12.8K | 0.38% | 19 |
|
|
2024
Q1 | $851K | Buy |
6,445
+138
| +2% | +$18.2K | 0.45% | 18 |
|
|
2023
Q4 | $688K | Buy |
6,307
+42
| +0.7% | +$4.58K | 0.41% | 17 |
|
|
2023
Q3 | $645K | Buy |
6,265
+40
| +0.6% | +$4.12K | 0.45% | 18 |
|
|
2023
Q2 | $718K | Buy |
6,225
+38
| +0.6% | +$4.39K | 0.57% | 12 |
|
|
2023
Q1 | $658K | Buy |
6,187
+13
| +0.2% | +$1.38K | 0.54% | 12 |
|
|
2022
Q4 | $685K | Buy |
6,174
+44
| +0.7% | +$4.88K | 0.6% | 12 |
|
|
2022
Q3 | $528K | Buy |
6,130
+42
| +0.7% | +$3.62K | 0.45% | 18 |
|
|
2022
Q2 | $555K | Buy |
6,088
+45
| +0.7% | +$4.1K | 0.43% | 19 |
|
|
2022
Q1 | $496K | Buy |
6,043
+49
| +0.8% | +$4.02K | 0.34% | 20 |
|
|
2021
Q4 | $459K | Buy |
5,994
+100
| +2% | +$7.66K | 0.27% | 21 |
|
|
2021
Q3 | $443K | Buy |
5,894
+46
| +0.8% | +$3.46K | 0.28% | 20 |
|
|
2021
Q2 | $455K | Sell |
5,848
-231
| -4% | -$18K | 0.29% | 20 |
|
|
2021
Q1 | $447K | Buy |
6,079
+45
| +0.7% | +$3.31K | 0.32% | 20 |
|
|
2020
Q4 | $471K | Sell |
6,034
-481
| -7% | -$37.5K | 0.37% | 19 |
|
|
2020
Q3 | $516K | Sell |
6,515
-272
| -4% | -$21.5K | 0.47% | 16 |
|
|
2020
Q2 | $501K | Buy |
6,787
+43
| +0.6% | +$3.17K | 0.56% | 15 |
|
|
2020
Q1 | $495K | Buy |
6,744
+38
| +0.6% | +$2.79K | 0.71% | 13 |
|
|
2019
Q4 | $582K | Buy |
+6,706
| New | +$582K | 0.57% | 15 |
|