Birchcreek Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
2,803
-1,550
| -36% | -$123K | 0.13% | 105 |
|
|
2025
Q1 | $391K | Sell |
4,353
-1,384
| -24% | -$124K | 0.25% | 74 |
|
|
2024
Q4 | $571K | Buy |
5,737
+815
| +17% | +$81.1K | 0.36% | 54 |
|
|
2024
Q3 | $559K | Buy |
4,922
+224
| +5% | +$25.4K | 0.37% | 51 |
|
|
2024
Q2 | $582K | Buy |
4,698
+1,128
| +32% | +$140K | 0.33% | 68 |
|
|
2024
Q1 | $471K | Buy |
3,570
+95
| +3% | +$12.5K | 0.25% | 87 |
|
|
2023
Q4 | $379K | Sell |
3,475
-215
| -6% | -$23.4K | 0.23% | 96 |
|
|
2023
Q3 | $380K | Buy |
3,690
+293
| +9% | +$30.2K | 0.26% | 88 |
|
|
2023
Q2 | $392K | Hold |
3,397
| – | – | 0.27% | 87 |
|
|
2023
Q1 | $361K | Sell |
3,397
-575
| -14% | -$61.2K | 0.29% | 87 |
|
|
2022
Q4 | $441K | Hold |
3,972
| – | – | 0.39% | 67 |
|
|
2022
Q3 | $342K | Buy |
3,972
+886
| +29% | +$76.3K | 0.32% | 72 |
|
|
2022
Q2 | $281K | Buy |
3,086
+137
| +5% | +$12.5K | 0.25% | 91 |
|
|
2022
Q1 | $242K | Sell |
2,949
-263
| -8% | -$21.6K | 0.21% | 101 |
|
|
2021
Q4 | $246K | Buy |
+3,212
| New | +$246K | 0.21% | 98 |
|
|
2021
Q1 | – | Sell |
-2,204
| Closed | -$172K | – | 222 |
|
|
2020
Q4 | $172K | Buy |
+2,204
| New | +$172K | 0.17% | 110 |
|