Apella Capital’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Buy |
11,347
+492
| +5% | +$39.8K | 0.02% | 229 |
|
|
2025
Q1 | $889K | Buy |
10,855
+1,385
| +15% | +$113K | 0.03% | 196 |
|
|
2024
Q4 | $942K | Buy |
9,470
+423
| +5% | +$42.1K | 0.04% | 168 |
|
|
2024
Q3 | $1.01M | Buy |
9,047
+1,044
| +13% | +$117K | 0.04% | 148 |
|
|
2024
Q2 | $1.01M | Buy |
8,003
+1,846
| +30% | +$233K | 0.05% | 147 |
|
|
2024
Q1 | $780K | Buy |
6,157
+359
| +6% | +$45.5K | 0.04% | 157 |
|
|
2023
Q4 | $678K | Sell |
5,798
-133
| -2% | -$15.6K | 0.04% | 165 |
|
|
2023
Q3 | $611K | Buy |
5,931
+256
| +5% | +$26.4K | 0.04% | 153 |
|
|
2023
Q2 | $655K | Buy |
+5,675
| New | +$655K | 0.05% | 151 |
|
|
2022
Q4 | $707K | Buy |
6,374
+1,705
| +37% | +$189K | 0.06% | 131 |
|
|
2022
Q3 | $402K | Buy |
4,669
+247
| +6% | +$21.3K | 0.05% | 150 |
|
|
2022
Q2 | $403K | Buy |
4,422
+91
| +2% | +$8.29K | 0.05% | 159 |
|
|
2022
Q1 | $355K | Buy |
4,331
+84
| +2% | +$6.89K | 0.05% | 151 |
|
|
2021
Q4 | $325K | Sell |
4,247
-700
| -14% | -$53.6K | 0.04% | 159 |
|
|
2021
Q3 | $372K | Sell |
4,947
-1,211
| -20% | -$91.1K | 0.05% | 149 |
|
|
2021
Q2 | $479K | Sell |
6,158
-1,103
| -15% | -$85.8K | 0.08% | 139 |
|
|
2021
Q1 | $534K | Sell |
7,261
-1,253
| -15% | -$92.2K | 0.17% | 81 |
|
|
2020
Q4 | $665K | Sell |
8,514
-347
| -4% | -$27.1K | 0.23% | 72 |
|
|
2020
Q3 | $701K | Buy |
8,861
+446
| +5% | +$35.3K | 0.28% | 68 |
|
|
2020
Q2 | $621K | Hold |
8,415
| – | – | 0.29% | 71 |
|
|
2020
Q1 | $618K | Buy |
+8,415
| New | +$618K | 0.36% | 62 |
|