Cape Investment Advisory’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.1K | Sell |
1,151
-106
| -8% | -$8.39K | 0.03% | 281 |
|
|
2025
Q1 | $113K | Sell |
1,257
-98
| -7% | -$8.8K | 0.04% | 230 |
|
|
2024
Q4 | $135K | Buy |
1,355
+419
| +45% | +$41.7K | 0.05% | 214 |
|
|
2024
Q3 | $106K | Buy |
936
+1
| +0.1% | +$114 | 0.04% | 227 |
|
|
2024
Q2 | $116K | Buy |
935
+1
| +0.1% | +$124 | 0.05% | 216 |
|
|
2024
Q1 | $123K | Sell |
934
-127
| -12% | -$16.8K | 0.06% | 194 |
|
|
2023
Q4 | $116K | Buy |
1,061
+59
| +6% | +$6.44K | 0.06% | 205 |
|
|
2023
Q3 | $103K | Sell |
1,002
-24
| -2% | -$2.47K | 0.06% | 207 |
|
|
2023
Q2 | $118K | Buy |
1,026
+1
| +0.1% | +$115 | 0.07% | 184 |
|
|
2023
Q1 | $109K | Buy |
+1,025
| New | +$109K | 0.07% | 184 |
|