Annis Gardner Whiting Capital Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
4,198
-22
| -0.5% | -$1.75K | 0.12% | 157 |
|
|
2025
Q1 | $382K | Sell |
4,220
-1,062
| -20% | -$96K | 0.16% | 124 |
|
|
2024
Q4 | $529K | Sell |
5,282
-507
| -9% | -$50.8K | 0.15% | 123 |
|
|
2024
Q3 | $661K | Sell |
5,789
-1,366
| -19% | -$156K | 0.19% | 102 |
|
|
2024
Q2 | $891K | Buy |
7,155
+132
| +2% | +$16.4K | 0.25% | 73 |
|
|
2024
Q1 | $931K | Buy |
7,023
+3,117
| +80% | +$413K | 0.33% | 55 |
|
|
2023
Q4 | $428K | Buy |
3,906
+428
| +12% | +$46.9K | 0.19% | 99 |
|
|
2023
Q3 | $361K | Buy |
+3,478
| New | +$361K | 0.19% | 95 |
|