Capstone Wealth Management Group (Pennsylvania)’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+2,746
| New | +$217K | 0.21% | 52 |
|
|
2025
Q1 | – | Sell |
-3,490
| Closed | -$347K | – | 74 |
|
|
2024
Q4 | $347K | Sell |
3,490
-924
| -21% | -$91.9K | 0.19% | 63 |
|
|
2024
Q3 | $501K | Sell |
4,414
-1,478
| -25% | -$168K | 0.3% | 53 |
|
|
2024
Q2 | $729K | Buy |
5,892
+1,416
| +32% | +$175K | 0.48% | 45 |
|
|
2024
Q1 | $591K | Buy |
4,476
+23
| +0.5% | +$3.04K | 0.42% | 50 |
|
|
2023
Q4 | $485K | Buy |
4,453
+800
| +22% | +$87.2K | 0.46% | 42 |
|
|
2023
Q3 | $376K | Buy |
3,653
+21
| +0.6% | +$2.16K | 0.39% | 42 |
|
|
2023
Q2 | $419K | Buy |
3,632
+19
| +0.5% | +$2.19K | 0.43% | 41 |
|
|
2023
Q1 | $384K | Sell |
3,613
-132
| -4% | -$14K | 0.43% | 41 |
|
|
2022
Q4 | $415K | Buy |
3,745
+412
| +12% | +$45.7K | 0.45% | 42 |
|
|
2022
Q3 | $287K | Sell |
3,333
-961
| -22% | -$82.8K | 0.37% | 48 |
|
|
2022
Q2 | $391K | Buy |
4,294
+280
| +7% | +$25.5K | 0.47% | 42 |
|
|
2022
Q1 | $329K | Buy |
4,014
+31
| +0.8% | +$2.54K | 0.33% | 50 |
|
|
2021
Q4 | $305K | Buy |
+3,983
| New | +$305K | 0.25% | 64 |
|