Capital Advisors Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
3,844
+338
| +10% | +$26.8K | 0.05% | 152 |
|
|
2025
Q1 | $315K | Buy |
3,506
+165
| +5% | +$14.8K | 0.06% | 136 |
|
|
2024
Q4 | $332K | Sell |
3,341
-153
| -4% | -$15.2K | 0.06% | 126 |
|
|
2024
Q3 | $397K | Sell |
3,494
-54
| -2% | -$6.13K | 0.07% | 110 |
|
|
2024
Q2 | $439K | Buy |
3,548
+39
| +1% | +$4.83K | 0.09% | 94 |
|
|
2024
Q1 | $463K | Buy |
3,509
+15
| +0.4% | +$1.98K | 0.1% | 89 |
|
|
2023
Q4 | $381K | Buy |
3,494
+1
| +0% | +$109 | 0.09% | 93 |
|
|
2023
Q3 | $360K | Sell |
3,493
-226
| -6% | -$23.3K | 0.09% | 92 |
|
|
2023
Q2 | $429K | Buy |
3,719
+63
| +2% | +$7.27K | 0.11% | 86 |
|
|
2023
Q1 | $389K | Buy |
3,656
+173
| +5% | +$18.4K | 0.11% | 87 |
|
|
2022
Q4 | $386K | Buy |
3,483
+640
| +23% | +$71K | 0.12% | 82 |
|
|
2022
Q3 | $245K | Buy |
2,843
+522
| +22% | +$45K | 0.08% | 101 |
|
|
2022
Q2 | $212K | Buy |
+2,321
| New | +$212K | 0.07% | 107 |
|