Cardinal Strategic Wealth Guidance’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,280
| Closed | -$227K | – | 73 |
|
|
2024
Q4 | $227K | Sell |
2,280
-45
| -2% | -$4.48K | 0.07% | 60 |
|
|
2024
Q3 | $264K | Sell |
2,325
-119
| -5% | -$13.5K | 0.09% | 47 |
|
|
2024
Q2 | $303K | Sell |
2,444
-181
| -7% | -$22.4K | 0.11% | 44 |
|
|
2024
Q1 | $346K | Sell |
2,625
-487
| -16% | -$64.3K | 0.13% | 42 |
|
|
2023
Q4 | $339K | Buy |
3,112
+2
| +0.1% | +$218 | 0.13% | 46 |
|
|
2023
Q3 | $320K | Sell |
3,110
-257
| -8% | -$26.5K | 0.15% | 51 |
|
|
2023
Q2 | $388K | Buy |
3,367
+52
| +2% | +$6K | 0.17% | 44 |
|
|
2023
Q1 | $353K | Sell |
3,315
-304
| -8% | -$32.3K | 0.16% | 47 |
|
|
2022
Q4 | $402K | Sell |
3,619
-156
| -4% | -$17.3K | 0.19% | 50 |
|
|
2022
Q3 | $325K | Sell |
3,775
-642
| -15% | -$55.3K | 0.17% | 48 |
|
|
2022
Q2 | $403K | Buy |
4,417
+32
| +0.7% | +$2.92K | 0.21% | 46 |
|
|
2022
Q1 | $360K | Sell |
4,385
-524
| -11% | -$43K | 0.17% | 54 |
|
|
2021
Q4 | $376K | Buy |
4,909
+2
| +0% | +$153 | 0.18% | 56 |
|
|
2021
Q3 | $369K | Sell |
4,907
-244
| -5% | -$18.3K | 0.19% | 52 |
|
|
2021
Q2 | $401K | Sell |
5,151
-332
| -6% | -$25.8K | 0.21% | 50 |
|
|
2021
Q1 | $403K | Sell |
5,483
-776
| -12% | -$57K | 0.24% | 48 |
|
|
2020
Q4 | $489K | Sell |
6,259
-770
| -11% | -$60.2K | 0.29% | 37 |
|
|
2020
Q3 | $556K | Sell |
7,029
-866
| -11% | -$68.5K | 0.39% | 34 |
|
|
2020
Q2 | $583K | Sell |
7,895
-2,657
| -25% | -$196K | 0.43% | 33 |
|
|
2020
Q1 | $775K | Sell |
10,552
-500
| -5% | -$36.7K | 0.71% | 19 |
|
|
2019
Q4 | $959K | Buy |
+11,052
| New | +$959K | 0.82% | 21 |
|