Capital Advisors Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $314K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $463K | Buy |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $212K | Buy |
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