Burt Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $683K | Sell |
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|
2024
Q1 | $823K | Buy |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $591K | Buy |
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|
2022
Q4 | $606K | Buy |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $357K | Hold |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $352K | Hold |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | $304K | Hold |
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|
2019
Q4 | $359K | Hold |
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|
2019
Q3 | $332K | Hold |
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|
2019
Q2 | $331K | Sell |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $337K | Buy |
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|
2018
Q3 | $273K | Buy |
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|
2018
Q2 | $234K | Buy |
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|
2018
Q1 | $210K | Buy |
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|
2017
Q4 | $216K | Buy |
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|
2017
Q3 | $204K | Sell |
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|
2017
Q2 | $261K | Buy |
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|
2017
Q1 | $175K | Sell |
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|
2016
Q4 | $188K | Buy |
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|
2016
Q3 | $171K | Hold |
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|
2016
Q2 | $158K | Sell |
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|
2016
Q1 | $158K | Sell |
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|
2015
Q4 | $164K | Buy |
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|
2015
Q3 | $160K | Sell |
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|
2015
Q2 | $162K | Hold |
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|
2015
Q1 | $164K | Hold |
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|
2014
Q4 | $162K | Buy |
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