Beta Wealth Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
6,322
+106
| +2% | +$8.39K | 0.18% | 72 |
|
|
2025
Q1 | $558K | Buy |
6,216
+104
| +2% | +$9.34K | 0.2% | 60 |
|
|
2024
Q4 | $608K | Buy |
6,112
+1
| +0% | +$99 | 0.27% | 59 |
|
|
2024
Q3 | $694K | Buy |
6,111
+1,402
| +30% | +$159K | 0.31% | 53 |
|
|
2024
Q2 | $583K | Buy |
4,709
+103
| +2% | +$12.8K | 0.28% | 58 |
|
|
2024
Q1 | $608K | Sell |
4,606
-898
| -16% | -$119K | 0.3% | 52 |
|
|
2023
Q4 | $600K | Sell |
5,504
-97
| -2% | -$10.6K | 0.31% | 52 |
|
|
2023
Q3 | $577K | Buy |
5,601
+201
| +4% | +$20.7K | 0.34% | 54 |
|
|
2023
Q2 | $623K | Buy |
5,400
+800
| +17% | +$92.3K | 0.36% | 52 |
|
|
2023
Q1 | $489K | Buy |
4,600
+500
| +12% | +$53.2K | 0.28% | 55 |
|
|
2022
Q4 | $455K | Sell |
4,100
-300
| -7% | -$33.3K | 0.31% | 54 |
|
|
2022
Q3 | $379K | Buy |
4,400
+200
| +5% | +$17.2K | 0.27% | 53 |
|
|
2022
Q2 | $383K | Buy |
4,200
+200
| +5% | +$18.2K | 0.26% | 53 |
|
|
2022
Q1 | $328K | Buy |
+4,000
| New | +$328K | 0.22% | 64 |
|