Caldwell Trust’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
48,103
-1,263
|
|
||||
|
2025
Q1 | $4.43M | Sell |
49,366
-6,356
|
|
||||
|
2024
Q4 | $5.54M | Sell |
55,722
-1,567
|
|
||||
|
2024
Q3 | $6.51M | Buy |
57,289
+3,239
|
|
||||
|
2024
Q2 | $6.69M | Buy |
54,050
+1,122
|
|
||||
|
2024
Q1 | $6.98M | Sell |
52,928
-588
|
|
||||
|
2023
Q4 | $5.83M | Sell |
53,516
-1,009
|
|
||||
|
2023
Q3 | $5.61M | Buy |
54,525
+224
|
|
||||
|
2023
Q2 | $6.27M | Sell |
54,301
-1,840
|
|
||||
|
2023
Q1 | $5.97M | Sell |
56,141
-1,273
|
|
||||
|
2022
Q4 | $6.37M | Buy |
57,414
+643
|
|
||||
|
2022
Q3 | $4.89M | Buy |
56,771
+64
|
|
||||
|
2022
Q2 | $5.17M | Buy |
56,707
+1,568
|
|
||||
|
2022
Q1 | $4.52M | Buy |
55,139
+535
|
|
||||
|
2021
Q4 | $4.18M | Sell |
54,604
-63
|
|
||||
|
2021
Q3 | $4.11M | Buy |
54,667
+4,184
|
|
||||
|
2021
Q2 | $3.93M | Buy |
50,483
+164
|
|
||||
|
2021
Q1 | $3.7M | Buy |
50,319
+4,571
|
|
||||
|
2020
Q4 | $3.57M | Sell |
45,748
-299
|
|
||||
|
2020
Q3 | $3.64M | Sell |
46,047
-1,297
|
|
||||
|
2020
Q2 | $3.49M | Sell |
47,344
-1,151
|
|
||||
|
2020
Q1 | $3.56M | Sell |
48,495
-77
|
|
||||
|
2019
Q4 | $4.22M | Buy |
+48,572
|
|