Barnes Pettey Financial 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 | $630K | Buy |
7,953
+167
| +2% | +$13.2K | 0.42% | 51 |
|
|
2025
Q1 | $699K | Sell |
7,786
-113
| -1% | -$10.1K | 0.54% | 42 |
|
|
2024
Q4 | $786K | Hold |
7,899
| – | – | 0.6% | 35 |
|
|
2024
Q3 | $897K | Hold |
7,899
| – | – | 0.72% | 32 |
|
|
2024
Q2 | $978K | Sell |
7,899
-550
| -7% | -$68.1K | 0.84% | 28 |
|
|
2024
Q1 | $1.11M | Sell |
8,449
-92
| -1% | -$12.1K | 0.96% | 25 |
|
|
2023
Q4 | $931K | Hold |
8,541
| – | – | 0.76% | 30 |
|
|
2023
Q3 | $879K | Hold |
8,541
| – | – | 0.81% | 30 |
|
|
2023
Q2 | $986K | Buy |
8,541
+113
| +1% | +$13K | 0.85% | 29 |
|
|
2023
Q1 | $897K | Hold |
8,428
| – | – | 0.86% | 28 |
|
|
2022
Q4 | $935K | Sell |
8,428
-1,331
| -14% | -$148K | 0.96% | 28 |
|
|
2022
Q3 | $840K | Hold |
9,759
| – | – | 1.15% | 24 |
|
|
2022
Q2 | $890K | Buy |
9,759
+3,119
| +47% | +$284K | 1.15% | 23 |
|
|
2022
Q1 | $545K | Hold |
6,640
| – | – | 0.66% | 40 |
|
|
2021
Q4 | $509K | Buy |
+6,640
| New | +$509K | 0.59% | 42 |
|