Avidian Wealth Enterprises’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
13,719
-3,039
-18% -$241K 0.04% 193
2025
Q1
$1.5M Sell
16,758
-272
-2% -$24.4K 0.07% 154
2024
Q4
$1.69M Sell
17,030
-670
-4% -$66.7K 0.08% 137
2024
Q3
$2.01M Buy
17,700
+770
+5% +$87.4K 0.09% 116
2024
Q2
$2.1M Buy
16,930
+1,727
+11% +$214K 0.09% 107
2024
Q1
$2.01M Buy
15,203
+1,633
+12% +$215K 0.1% 108
2023
Q4
$1.48M Buy
13,570
+2,258
+20% +$246K 0.09% 128
2023
Q3
$1.16M Sell
11,312
-881
-7% -$90.7K 0.08% 146
2023
Q2
$1.41M Sell
12,193
-11,462
-48% -$1.32M 0.09% 144
2023
Q1
$2.52M Buy
23,655
+2,165
+10% +$230K 0.14% 123
2022
Q4
$2.38M Buy
21,490
+2,299
+12% +$255K 0.16% 110
2022
Q3
$1.65M Buy
19,191
+85
+0.4% +$7.32K 0.12% 116
2022
Q2
$1.74M Buy
19,106
+1,506
+9% +$137K 0.12% 121
2022
Q1
$1.44M Buy
17,600
+80
+0.5% +$6.56K 0.09% 142
2021
Q4
$1.34M Buy
17,520
+3,353
+24% +$257K 0.08% 151
2021
Q3
$1.06M Buy
14,167
+2,282
+19% +$171K 0.08% 128
2021
Q2
$924K Buy
11,885
+2,446
+26% +$190K 0.07% 140
2021
Q1
$694K Buy
9,439
+1,005
+12% +$73.9K 0.06% 161
2020
Q4
$658K Sell
8,434
-421
-5% -$32.8K 0.06% 149
2020
Q3
$701K Sell
8,855
-2,151
-20% -$170K 0.08% 123
2020
Q2
$812K Sell
11,006
-2,835
-20% -$209K 0.11% 101
2020
Q1
$1.02M Buy
13,841
+483
+4% +$35.5K 0.16% 70
2019
Q4
$1.16M Sell
13,358
-48
-0.4% -$4.17K 0.16% 60
2019
Q3
$1.08M Sell
13,406
-2,697
-17% -$217K 0.18% 53
2019
Q2
$1.29M Buy
+16,103
New +$1.29M 0.3% 32