Callan Family Office’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Buy |
75,305
+52,686
| +233% | +$4.17M | 0.19% | 129 |
|
|
2025
Q1 | $2.03M | Sell |
22,619
-29,332
| -56% | -$2.63M | 0.15% | 128 |
|
|
2024
Q4 | $5.17M | Buy |
51,951
+47,250
| +1,005% | +$4.7M | 0.33% | 57 |
|
|
2024
Q3 | $534K | Buy |
4,701
+130
| +3% | +$14.8K | 0.09% | 101 |
|
|
2024
Q2 | $566K | Buy |
+4,571
| New | +$566K | 0.11% | 79 |
|
|
2024
Q1 | – | Sell |
-4,048
| Closed | -$441K | – | 102 |
|
|
2023
Q4 | $441K | Buy |
4,048
+373
| +10% | +$40.7K | 0.11% | 60 |
|
|
2023
Q3 | $378K | Sell |
3,675
-3,475
| -49% | -$358K | 0.1% | 62 |
|
|
2023
Q2 | $825K | Sell |
7,150
-469
| -6% | -$54.1K | 0.22% | 50 |
|
|
2023
Q1 | $811K | Buy |
7,619
+2,532
| +50% | +$269K | 0.2% | 73 |
|
|
2022
Q4 | $564K | Buy |
+5,087
| New | +$564K | 0.18% | 55 |
|