Ballew Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
2,973
| – | – | 0.14% | 103 |
|
|
2025
Q1 | $235K | Sell |
2,973
-262
| -8% | -$20.7K | 0.16% | 100 |
|
|
2024
Q4 | $327K | Buy |
3,235
+82
| +3% | +$8.28K | 0.21% | 81 |
|
|
2024
Q3 | $348K | Buy |
3,153
+103
| +3% | +$11.4K | 0.23% | 77 |
|
|
2024
Q2 | $391K | Buy |
3,050
+15
| +0.5% | +$1.92K | 0.26% | 76 |
|
|
2024
Q1 | $385K | Buy |
3,035
+14
| +0.5% | +$1.77K | 0.27% | 77 |
|
|
2023
Q4 | $358K | Sell |
3,021
-110
| -4% | -$13K | 0.27% | 76 |
|
|
2023
Q3 | $320K | Hold |
3,131
| – | – | 0.26% | 79 |
|
|
2023
Q2 | $340K | Buy |
3,131
+15
| +0.5% | +$1.63K | 0.25% | 79 |
|
|
2023
Q1 | $350K | Buy |
3,116
+116
| +4% | +$13K | 0.26% | 80 |
|
|
2022
Q4 | $335K | Buy |
3,000
+20
| +0.7% | +$2.24K | 0.26% | 74 |
|
|
2022
Q3 | $270K | Buy |
2,980
+18
| +0.6% | +$1.63K | 0.24% | 78 |
|
|
2022
Q2 | $278K | Buy |
2,962
+17
| +0.6% | +$1.6K | 0.25% | 73 |
|
|
2022
Q1 | $254K | Buy |
+2,945
| New | +$254K | 0.19% | 90 |
|
|
2018
Q4 | – | Sell |
-979
| Closed | -$66K | – | 322 |
|
|
2018
Q3 | $66K | Sell |
979
-104
| -10% | -$7.01K | 0.06% | 143 |
|
|
2018
Q2 | $63K | Buy |
1,083
+168
| +18% | +$9.77K | 0.07% | 141 |
|
|
2018
Q1 | $48K | Buy |
+915
| New | +$48K | 0.04% | 164 |
|