Aprio 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 | $556K | Buy |
7,028
+288
| +4% | +$22.8K | 0.06% | 173 |
|
|
2025
Q1 | $605K | Sell |
6,740
-77
| -1% | -$6.91K | 0.08% | 154 |
|
|
2024
Q4 | $678K | Sell |
6,817
-287
| -4% | -$28.6K | 0.1% | 112 |
|
|
2024
Q3 | $807K | Sell |
7,104
-181
| -2% | -$20.6K | 0.13% | 93 |
|
|
2024
Q2 | $902K | Buy |
7,285
+455
| +7% | +$56.3K | 0.16% | 75 |
|
|
2024
Q1 | $901K | Buy |
6,830
+2,767
| +68% | +$365K | 0.18% | 70 |
|
|
2023
Q4 | $443K | Buy |
4,063
+327
| +9% | +$35.6K | 0.1% | 100 |
|
|
2023
Q3 | $385K | Buy |
3,736
+1,376
| +58% | +$142K | 0.11% | 96 |
|
|
2023
Q2 | $272K | Sell |
2,360
-377
| -14% | -$43.5K | 0.07% | 115 |
|
|
2023
Q1 | $291K | Buy |
+2,737
| New | +$291K | 0.09% | 100 |
|
|
2020
Q4 | – | Sell |
-3,225
| Closed | -$255K | – | 59 |
|
|
2020
Q3 | $255K | Hold |
3,225
| – | – | 0.18% | 57 |
|
|
2020
Q2 | $238K | Hold |
3,225
| – | – | 0.23% | 56 |
|
|
2020
Q1 | $237K | Hold |
3,225
| – | – | 0.3% | 49 |
|
|
2019
Q4 | $280K | Buy |
+3,225
| New | +$280K | 0.21% | 53 |
|