Balboa 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 | $378K | Buy |
4,773
+378
| +9% | +$29.9K | 0.08% | 202 |
|
|
2025
Q1 | $395K | Sell |
4,395
-785
| -15% | -$70.5K | 0.1% | 154 |
|
|
2024
Q4 | $515K | Buy |
5,180
+265
| +5% | +$26.4K | 0.12% | 142 |
|
|
2024
Q3 | $558K | Sell |
4,915
-717
| -13% | -$81.4K | 0.14% | 127 |
|
|
2024
Q2 | $697K | Buy |
5,632
+1,212
| +27% | +$150K | 0.18% | 101 |
|
|
2024
Q1 | $583K | Buy |
4,420
+636
| +17% | +$83.9K | 0.17% | 109 |
|
|
2023
Q4 | $412K | Sell |
3,784
-23
| -0.6% | -$2.51K | 0.14% | 127 |
|
|
2023
Q3 | $392K | Sell |
3,807
-495
| -12% | -$51K | 0.15% | 120 |
|
|
2023
Q2 | $496K | Sell |
4,302
-616
| -13% | -$71.1K | 0.17% | 113 |
|
|
2023
Q1 | $523K | Sell |
4,918
-476
| -9% | -$50.6K | 0.2% | 108 |
|
|
2022
Q4 | $599K | Buy |
5,394
+1,583
| +42% | +$176K | 0.27% | 92 |
|
|
2022
Q3 | $328K | Buy |
+3,811
| New | +$328K | 0.14% | 127 |
|