Campbell Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $286K | Buy |
2,879
+1,055
| +58% | +$105K | 0.03% | 71 |
|
|
2024
Q3 | $207K | Sell |
1,824
-1,067
| -37% | -$121K | 0.02% | 67 |
|
|
2024
Q2 | $358K | Buy |
2,891
+1
| +0% | +$124 | 0.12% | 28 |
|
|
2024
Q1 | $381K | Buy |
2,890
+997
| +53% | +$131K | 0.04% | 55 |
|
|
2023
Q4 | $206K | Sell |
1,893
-1,157
| -38% | -$126K | 0.02% | 61 |
|
|
2023
Q3 | $314K | Buy |
3,050
+84
| +3% | +$8.65K | 0.04% | 48 |
|
|
2023
Q2 | $342K | Buy |
2,966
+100
| +3% | +$11.5K | 0.04% | 45 |
|
|
2023
Q1 | $305K | Sell |
2,866
-11
| -0.4% | -$1.17K | 0.04% | 49 |
|
|
2022
Q4 | $319K | Sell |
2,877
-117
| -4% | -$13K | 0.04% | 48 |
|
|
2022
Q3 | $258K | Buy |
+2,994
| New | +$258K | 0.04% | 58 |
|
|
2022
Q2 | – | Sell |
-2,862
| Closed | -$235K | – | 67 |
|
|
2022
Q1 | $235K | Sell |
2,862
-81
| -3% | -$6.65K | 0.03% | 69 |
|
|
2021
Q4 | $226K | Buy |
2,943
+28
| +1% | +$2.15K | 0.03% | 73 |
|
|
2021
Q3 | $219K | Sell |
2,915
-6
| -0.2% | -$451 | 0.03% | 69 |
|
|
2021
Q2 | $227K | Sell |
2,921
-140
| -5% | -$10.9K | 0.03% | 61 |
|
|
2021
Q1 | $225K | Hold |
3,061
| – | – | 0.03% | 61 |
|
|
2020
Q4 | $239K | Buy |
3,061
+60
| +2% | +$4.69K | 0.03% | 53 |
|
|
2020
Q3 | $238K | Sell |
3,001
-79
| -3% | -$6.27K | 0.04% | 47 |
|
|
2020
Q2 | $227K | Buy |
3,080
+79
| +3% | +$5.82K | 0.04% | 44 |
|
|
2020
Q1 | $220K | Hold |
3,001
| – | – | 0.05% | 41 |
|
|
2019
Q4 | $260K | Sell |
3,001
-72
| -2% | -$6.24K | 0.05% | 56 |
|
|
2019
Q3 | $247K | Buy |
3,073
+473
| +18% | +$38K | 0.05% | 54 |
|
|
2019
Q2 | $208K | Sell |
2,600
-38
| -1% | -$3.04K | 0.05% | 59 |
|
|
2019
Q1 | $209K | Sell |
2,638
-794
| -23% | -$62.9K | 0.06% | 54 |
|
|
2018
Q4 | $250K | Buy |
+3,432
| New | +$250K | 0.08% | 38 |
|