Capstone Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
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|
2025
Q1 | $845K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $887K | Buy |
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|
2023
Q2 | $994K | Buy |
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|
2023
Q1 | $869K | Buy |
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|
2022
Q4 | $906K | Sell |
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|
2022
Q3 | $742K | Buy |
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|
2022
Q2 | $766K | Buy |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | $627K | Buy |
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|
2021
Q3 | $614K | Buy |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $264K | Hold |
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|
2020
Q1 | $263K | Sell |
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|
2019
Q4 | $453K | Buy |
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|
2019
Q3 | $408K | Buy |
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|
2019
Q2 | $270K | Hold |
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|
2019
Q1 | $267K | Buy |
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|
2018
Q4 | $222K | Hold |
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|
2018
Q3 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $235K | Sell |
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|
2015
Q3 | $235K | Sell |
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|
2015
Q2 | $275K | Sell |
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|
2015
Q1 | $394K | Buy |
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|
2014
Q4 | $287K | Sell |
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|
2014
Q3 | $308K | Buy |
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