Andesa Financial Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$2.93M Buy
62,950
+27,068
+75% +$1.26M 1.5% 25
2022
Q4
$3.98M Sell
35,882
-24,834
-41% -$2.76M 2.17% 7
2022
Q3
$5.23M Buy
60,716
+28,512
+89% +$2.46M 1.83% 14
2022
Q2
$2.94M Buy
32,204
+81
+0.3% +$7.39K 1.85% 12
2022
Q1
$2.64M Buy
32,123
+96
+0.3% +$7.88K 1.42% 23
2021
Q4
$2.46M Buy
32,027
+1,392
+5% +$107K 1.21% 30
2021
Q3
$2.3M Buy
30,635
+24,228
+378% +$1.82M 1.25% 26
2021
Q2
$496K Sell
6,407
-40,862
-86% -$3.16M 0.15% 97
2021
Q1
$3.48M Buy
47,269
+19,441
+70% +$1.43M 1.13% 33
2020
Q4
$2.17M Sell
27,828
-21,414
-43% -$1.67M 1.42% 21
2020
Q3
$3.9M Buy
49,242
+20,166
+69% +$1.6M 1.61% 21
2020
Q2
$2.14M Buy
29,076
+2,792
+11% +$206K 1.91% 17
2020
Q1
$1.93M Sell
26,284
-481
-2% -$35.3K 2.16% 15
2019
Q4
$2.32M Buy
26,765
+268
+1% +$23.2K 2.02% 18
2019
Q3
$2.13M Sell
26,497
-1,309
-5% -$105K 2.06% 18
2019
Q2
$2.23M Sell
27,806
-24,931
-47% -$2M 2.11% 17
2019
Q1
$4.18M Buy
52,737
+28,977
+122% +$2.3M 2.06% 18
2018
Q4
$1.73M Buy
+23,760
New +$1.73M 2.06% 20