Bordeaux Wealth 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 | $210K | Sell |
2,648
-1,390
| -34% | -$110K | 0.03% | 151 |
|
|
2025
Q1 | $362K | Sell |
4,038
-781
| -16% | -$70.1K | 0.07% | 106 |
|
|
2024
Q4 | $479K | Buy |
4,819
+223
| +5% | +$22.2K | 0.08% | 89 |
|
|
2024
Q3 | $522K | Buy |
4,596
+240
| +6% | +$27.3K | 0.09% | 88 |
|
|
2024
Q2 | $539K | Buy |
4,356
+19
| +0.4% | +$2.35K | 0.1% | 76 |
|
|
2024
Q1 | $572K | Sell |
4,337
-236
| -5% | -$31.1K | 0.19% | 53 |
|
|
2023
Q4 | $499K | Buy |
4,573
+1,981
| +76% | +$216K | 0.17% | 59 |
|
|
2023
Q3 | $267K | Buy |
2,592
+196
| +8% | +$20.2K | 0.11% | 75 |
|
|
2023
Q2 | $276K | Buy |
2,396
+275
| +13% | +$31.7K | 0.11% | 76 |
|
|
2023
Q1 | $226K | Buy |
2,121
+130
| +7% | +$13.8K | 0.12% | 94 |
|
|
2022
Q4 | $221K | Buy |
+1,991
| New | +$221K | 0.12% | 79 |
|
|
2022
Q3 | – | Sell |
-2,588
| Closed | -$236K | – | 88 |
|
|
2022
Q2 | $236K | Sell |
2,588
-599
| -19% | -$54.6K | 0.16% | 71 |
|
|
2022
Q1 | $261K | Buy |
3,187
+563
| +21% | +$46.1K | 0.14% | 77 |
|
|
2021
Q4 | $201K | Buy |
+2,624
| New | +$201K | 0.09% | 96 |
|