Ascent Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
16,874
-1,120
| -6% | -$88.7K | 0.16% | 109 |
|
|
2025
Q1 | $1.62M | Buy |
17,994
+89
| +0.5% | +$7.99K | 0.22% | 96 |
|
|
2024
Q4 | $1.78M | Buy |
17,905
+1,388
| +8% | +$138K | 0.24% | 78 |
|
|
2024
Q3 | $1.88M | Sell |
16,517
-99
| -0.6% | -$11.2K | 0.26% | 80 |
|
|
2024
Q2 | $2.06M | Sell |
16,616
-205
| -1% | -$25.4K | 0.3% | 67 |
|
|
2024
Q1 | $2.22M | Buy |
16,821
+242
| +1% | +$31.9K | 0.33% | 64 |
|
|
2023
Q4 | $1.81M | Buy |
16,579
+89
| +0.5% | +$9.7K | 0.3% | 67 |
|
|
2023
Q3 | $1.7M | Buy |
16,490
+1,344
| +9% | +$138K | 0.31% | 66 |
|
|
2023
Q2 | $1.75M | Buy |
15,146
+748
| +5% | +$86.3K | 0.31% | 69 |
|
|
2023
Q1 | $1.53M | Sell |
14,398
-3,122
| -18% | -$332K | 0.31% | 73 |
|
|
2022
Q4 | $1.94M | Buy |
17,520
+533
| +3% | +$59.1K | 0.42% | 59 |
|
|
2022
Q3 | $1.46M | Buy |
16,987
+382
| +2% | +$32.9K | 0.35% | 64 |
|
|
2022
Q2 | $1.52M | Buy |
16,605
+2,921
| +21% | +$267K | 0.34% | 69 |
|
|
2022
Q1 | $1.12M | Buy |
13,684
+1,016
| +8% | +$83.4K | 0.21% | 77 |
|
|
2021
Q4 | $971K | Buy |
12,668
+1,377
| +12% | +$106K | 0.17% | 79 |
|
|
2021
Q3 | $848K | Buy |
11,291
+2,431
| +27% | +$183K | 0.16% | 87 |
|
|
2021
Q2 | $689K | Buy |
+8,860
| New | +$689K | 0.13% | 91 |
|