Cahill Financial 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 | $376K | Buy |
4,744
+596
| +14% | +$47.2K | 0.05% | 200 |
|
|
2025
Q1 | $372K | Buy |
4,148
+224
| +6% | +$20.1K | 0.05% | 194 |
|
|
2024
Q4 | $390K | Buy |
3,924
+1,438
| +58% | +$143K | 0.05% | 186 |
|
|
2024
Q3 | $282K | Sell |
2,486
-29
| -1% | -$3.29K | 0.04% | 219 |
|
|
2024
Q2 | $311K | Buy |
2,515
+84
| +3% | +$10.4K | 0.04% | 207 |
|
|
2024
Q1 | $321K | Buy |
2,431
+516
| +27% | +$68.1K | 0.04% | 208 |
|
|
2023
Q4 | $209K | Buy |
+1,915
| New | +$209K | 0.03% | 233 |
|
|
2023
Q3 | – | Sell |
-2,042
| Closed | -$236K | – | 243 |
|
|
2023
Q2 | $236K | Buy |
2,042
+88
| +5% | +$10.2K | 0.04% | 219 |
|
|
2023
Q1 | $208K | Buy |
+1,954
| New | +$208K | 0.04% | 228 |
|
|
2021
Q4 | – | Sell |
-283
| Closed | -$21K | – | 558 |
|
|
2021
Q3 | $21K | Buy |
+283
| New | +$21K | ﹤0.01% | 442 |
|