Barrett & Company’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $530K | Buy |
6,698
+471
| +8% | +$37.3K | 0.2% | 79 |
|
2025
Q1 | $559K | Sell |
6,227
-318
| -5% | -$28.5K | 0.24% | 72 |
|
2024
Q4 | $651K | Buy |
6,545
+250
| +4% | +$24.9K | 0.27% | 63 |
|
2024
Q3 | $715K | Sell |
6,295
-515
| -8% | -$58.5K | 0.31% | 58 |
|
2024
Q2 | $843K | Sell |
6,810
-70
| -1% | -$8.67K | 0.38% | 50 |
|
2024
Q1 | $908K | Sell |
6,880
-130
| -2% | -$17.2K | 0.43% | 43 |
|
2023
Q4 | $764K | Sell |
7,010
-136
| -2% | -$14.8K | 0.41% | 51 |
|
2023
Q3 | $736K | Buy |
7,146
+322
| +5% | +$33.1K | 0.43% | 47 |
|
2023
Q2 | $787K | Hold |
6,824
| – | – | 0.46% | 46 |
|
2023
Q1 | $726K | Sell |
6,824
-40
| -0.6% | -$4.26K | 0.46% | 46 |
|
2022
Q4 | $762K | Hold |
6,864
| – | – | 0.5% | 46 |
|
2022
Q3 | $762K | Buy |
+6,864
| New | +$762K | 0.5% | 46 |
|