Arbor Trust Wealth 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 | – | Sell |
-3,930
| Closed | -$356K | – | 90 |
|
|
2025
Q1 | $356K | Sell |
3,930
-695
| -15% | -$62.9K | 0.17% | 71 |
|
|
2024
Q4 | $464K | Sell |
4,625
-1,052
| -19% | -$106K | 0.22% | 67 |
|
|
2024
Q3 | $707K | Hold |
5,677
| – | – | 0.37% | 57 |
|
|
2024
Q2 | $707K | Sell |
5,677
-11
| -0.2% | -$1.37K | 0.37% | 57 |
|
|
2024
Q1 | $721K | Buy |
5,688
+800
| +16% | +$101K | 0.4% | 56 |
|
|
2023
Q4 | $537K | Sell |
4,888
-50
| -1% | -$5.49K | 0.32% | 63 |
|
|
2023
Q3 | $512K | Hold |
4,938
| – | – | 0.34% | 60 |
|
|
2023
Q2 | $573K | Sell |
4,938
-168
| -3% | -$19.5K | 0.36% | 56 |
|
|
2023
Q1 | $547K | Hold |
5,106
| – | – | 0.36% | 57 |
|
|
2022
Q4 | $570K | Buy |
5,106
+95
| +2% | +$10.6K | 0.39% | 50 |
|
|
2022
Q3 | $435K | Hold |
5,011
| – | – | 0.33% | 60 |
|
|
2022
Q2 | $460K | Hold |
5,011
| – | – | 0.32% | 64 |
|
|
2022
Q1 | $415K | Hold |
5,011
| – | – | 0.25% | 72 |
|
|
2021
Q4 | $388K | Hold |
5,011
| – | – | 0.22% | 74 |
|
|
2021
Q3 | $380K | Hold |
5,011
| – | – | 0.24% | 72 |
|
|
2021
Q2 | $393K | Sell |
5,011
-241
| -5% | -$18.9K | 0.25% | 72 |
|
|
2021
Q1 | $392K | Sell |
5,252
-408
| -7% | -$30.5K | 0.26% | 67 |
|
|
2020
Q4 | $445K | Buy |
5,660
+209
| +4% | +$16.4K | 0.32% | 58 |
|
|
2020
Q3 | $435K | Hold |
5,451
| – | – | 0.38% | 56 |
|
|
2020
Q2 | $405K | Buy |
5,451
+1,022
| +23% | +$75.9K | 0.37% | 61 |
|
|
2020
Q1 | $328K | Hold |
4,429
| – | – | 0.35% | 59 |
|
|
2019
Q4 | $387K | Buy |
+4,429
| New | +$387K | 0.33% | 64 |
|