Avion Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
1,603
-499
| -24% | -$39.2K | 0.03% | 122 |
|
|
2025
Q1 | $209K | Hold |
2,102
| – | – | 0.05% | 83 |
|
|
2024
Q4 | $209K | Buy |
2,102
+31
| +1% | +$3.08K | 0.05% | 83 |
|
|
2024
Q3 | $235K | Buy |
2,071
+498
| +32% | +$56.5K | 0.06% | 74 |
|
|
2024
Q2 | $194K | Sell |
1,573
-115
| -7% | -$14.2K | 0.05% | 76 |
|
|
2024
Q1 | $223K | Sell |
1,688
-84
| -5% | -$11.1K | 0.06% | 74 |
|
|
2023
Q4 | $193K | Buy |
1,772
+157
| +10% | +$17.1K | 0.05% | 75 |
|
|
2023
Q3 | $166K | Buy |
1,615
+23
| +1% | +$2.36K | 0.05% | 74 |
|
|
2023
Q2 | $183K | Buy |
1,592
+89
| +6% | +$10.2K | 0.05% | 74 |
|
|
2023
Q1 | $166K | Buy |
1,503
+192
| +15% | +$21.2K | 0.05% | 74 |
|
|
2022
Q4 | $112K | Hold |
1,311
| – | – | 0.03% | 93 |
|
|
2022
Q3 | $113K | Buy |
1,311
+1
| +0.1% | +$86 | 0.04% | 93 |
|
|
2022
Q2 | $119K | Buy |
1,310
+38
| +3% | +$3.45K | 0.04% | 83 |
|
|
2022
Q1 | $104K | Buy |
1,272
+2
| +0.2% | +$164 | 0.03% | 85 |
|
|
2021
Q4 | $97K | Buy |
1,270
+1
| +0.1% | +$76 | 0.03% | 85 |
|
|
2021
Q3 | $95K | Buy |
1,269
+2
| +0.2% | +$150 | 0.03% | 80 |
|
|
2021
Q2 | $99K | Buy |
1,267
+149
| +13% | +$11.6K | 0.03% | 79 |
|
|
2021
Q1 | $82K | Sell |
1,118
-59
| -5% | -$4.33K | 0.03% | 84 |
|
|
2020
Q4 | $92K | Buy |
1,177
+59
| +5% | +$4.61K | 0.03% | 78 |
|
|
2020
Q3 | $89K | Hold |
1,118
| – | – | 0.03% | 65 |
|
|
2020
Q2 | $83K | Hold |
1,118
| – | – | 0.03% | 66 |
|
|
2020
Q1 | $82K | Buy |
+1,118
| New | +$82K | 0.04% | 60 |
|