Aries 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 | $2.07M | Sell |
26,184
-2,243
| -8% | -$178K | 0.54% | 45 |
|
|
2025
Q1 | $2.55M | Buy |
28,427
+1,593
| +6% | +$143K | 0.69% | 39 |
|
|
2024
Q4 | $2.67M | Buy |
26,834
+754
| +3% | +$75K | 0.74% | 34 |
|
|
2024
Q3 | $2.96M | Buy |
26,080
+718
| +3% | +$81.5K | 0.81% | 32 |
|
|
2024
Q2 | $3.14M | Sell |
25,362
-5,013
| -17% | -$621K | 0.99% | 26 |
|
|
2024
Q1 | $4.01M | Sell |
30,375
-96
| -0.3% | -$12.7K | 1.29% | 18 |
|
|
2023
Q4 | $3.32M | Sell |
30,471
-1,076
| -3% | -$117K | 1.18% | 18 |
|
|
2023
Q3 | $3.29M | Buy |
31,547
+960
| +3% | +$100K | 1.29% | 18 |
|
|
2023
Q2 | $3.53M | Sell |
30,587
-360
| -1% | -$41.5K | 1.37% | 14 |
|
|
2023
Q1 | $3.29M | Buy |
30,947
+61
| +0.2% | +$6.49K | 1.35% | 14 |
|
|
2022
Q4 | $3.43M | Buy |
30,886
+409
| +1% | +$45.4K | 1.48% | 15 |
|
|
2022
Q3 | $3.08M | Buy |
30,477
+656
| +2% | +$66.4K | 1.36% | 16 |
|
|
2022
Q2 | $2.72M | Buy |
+29,821
| New | +$2.72M | 1.23% | 20 |
|
|
2022
Q1 | – | Sell |
-29,996
| Closed | -$2.3M | – | 166 |
|
|
2021
Q4 | $2.3M | Hold |
29,996
| – | – | 0.88% | 34 |
|
|
2021
Q3 | $2.25M | Hold |
29,996
| – | – | 0.95% | 29 |
|
|
2021
Q2 | $2.33M | Sell |
29,996
-1,313
| -4% | -$102K | 1% | 28 |
|
|
2021
Q1 | $2.28M | Buy |
31,309
+886
| +3% | +$64.6K | 1.03% | 25 |
|
|
2020
Q4 | $2.41M | Hold |
30,423
| – | – | 1.2% | 19 |
|
|
2020
Q3 | $2.41M | Buy |
30,423
+47
| +0.2% | +$3.72K | 1.37% | 17 |
|
|
2020
Q2 | $2.24M | Buy |
30,376
+529
| +2% | +$39K | 1.37% | 16 |
|
|
2020
Q1 | $2.19M | Buy |
29,847
+47
| +0.2% | +$3.45K | 1.67% | 15 |
|
|
2019
Q4 | $2.61M | Hold |
29,800
| – | – | 1.59% | 14 |
|
|
2019
Q3 | $2.4M | Sell |
29,800
-227
| -0.8% | -$18.3K | 1.59% | 14 |
|
|
2019
Q2 | $2.45M | Hold |
30,027
| – | – | 1.71% | 13 |
|
|
2019
Q1 | $2.38M | Buy |
30,027
+14,402
| +92% | +$1.14M | 1.78% | 13 |
|
|
2018
Q4 | $1.14M | Hold |
15,625
| – | – | 1.21% | 31 |
|
|
2018
Q3 | $1.06M | Hold |
15,625
| – | – | 0.95% | 31 |
|
|
2018
Q2 | $982K | Sell |
15,625
-335
| -2% | -$21.1K | 0.91% | 35 |
|
|
2018
Q1 | $860K | Sell |
15,960
-310
| -2% | -$16.7K | 0.83% | 40 |
|
|
2017
Q4 | $951K | Buy |
+16,270
| New | +$951K | 0.88% | 35 |
|