Braun-Bostich & Associates’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
2,891
+5
| +0.2% | +$396 | 0.16% | 105 |
|
|
2025
Q1 | $259K | Buy |
2,886
+6
| +0.2% | +$539 | 0.19% | 89 |
|
|
2024
Q4 | $287K | Sell |
2,880
-176
| -6% | -$17.5K | 0.21% | 80 |
|
|
2024
Q3 | $347K | Sell |
3,056
-259
| -8% | -$29.4K | 0.24% | 70 |
|
|
2024
Q2 | $410K | Buy |
3,315
+440
| +15% | +$54.5K | 0.31% | 60 |
|
|
2024
Q1 | $379K | Sell |
2,875
-331
| -10% | -$43.7K | 0.32% | 76 |
|
|
2023
Q4 | $350K | Buy |
+3,206
| New | +$350K | 0.32% | 78 |
|
|
2023
Q3 | – | Sell |
-2,864
| Closed | -$330K | – | 88 |
|
|
2023
Q2 | $330K | Buy |
2,864
+408
| +17% | +$47.1K | 0.71% | 53 |
|
|
2023
Q1 | $261K | Buy |
2,456
+336
| +16% | +$35.7K | 0.62% | 58 |
|
|
2022
Q4 | $235K | Buy |
+2,120
| New | +$235K | 0.68% | 51 |
|
|
2020
Q4 | – | Sell |
-2,855
| Closed | -$226K | – | 154 |
|
|
2020
Q3 | $226K | Sell |
2,855
-3,218
| -53% | -$255K | 0.22% | 80 |
|
|
2020
Q2 | $448K | Hold |
6,073
| – | – | 0.44% | 39 |
|
|
2020
Q1 | $428K | Sell |
6,073
-163
| -3% | -$11.5K | 0.55% | 38 |
|
|
2019
Q4 | $548K | Sell |
6,236
-136
| -2% | -$12K | 0.54% | 38 |
|
|
2019
Q3 | $512K | Buy |
6,372
+907
| +17% | +$72.9K | 0.6% | 31 |
|
|
2019
Q2 | $437K | Buy |
5,465
+1,684
| +45% | +$135K | 0.46% | 36 |
|
|
2019
Q1 | $300K | Buy |
3,781
+2,136
| +130% | +$169K | 0.31% | 80 |
|
|
2018
Q4 | $120K | Hold |
1,645
| – | – | 0.13% | 126 |
|
|
2018
Q3 | $111K | Hold |
1,645
| – | – | 0.11% | 132 |
|
|
2018
Q2 | $95K | Hold |
1,645
| – | – | 0.1% | 140 |
|
|
2018
Q1 | $86K | Sell |
1,645
-894
| -35% | -$46.7K | 0.07% | 140 |
|
|
2017
Q4 | $136K | Buy |
+2,539
| New | +$136K | 0.12% | 124 |
|