Carolina Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
1,774
+860
| +94% | +$68.1K | 0.07% | 63 |
|
|
2025
Q1 | $82K | Sell |
914
-13
| -1% | -$1.17K | 0.04% | 78 |
|
|
2024
Q4 | $92.2K | Hold |
927
| – | – | 0.05% | 79 |
|
|
2024
Q3 | $105K | Hold |
927
| – | – | 0.05% | 72 |
|
|
2024
Q2 | $115K | Hold |
927
| – | – | 0.06% | 65 |
|
|
2024
Q1 | $122K | Sell |
927
-223
| -19% | -$29.4K | 0.07% | 69 |
|
|
2023
Q4 | $125K | Sell |
1,150
-49
| -4% | -$5.34K | 0.07% | 77 |
|
|
2023
Q3 | $123K | Sell |
1,199
-60,009
| -98% | -$6.18M | 0.07% | 85 |
|
|
2023
Q2 | $7.06M | Buy |
61,208
+542
| +0.9% | +$62.5K | 4.25% | 4 |
|
|
2023
Q1 | $6.45M | Buy |
60,666
+718
| +1% | +$76.4K | 3.78% | 4 |
|
|
2022
Q4 | $6.65M | Sell |
59,948
-590
| -1% | -$65.5K | 4.19% | 4 |
|
|
2022
Q3 | $5.21M | Buy |
60,538
+766
| +1% | +$66K | 4.09% | 5 |
|
|
2022
Q2 | $5.45M | Sell |
59,772
-160
| -0.3% | -$14.6K | 3.6% | 4 |
|
|
2022
Q1 | $4.92M | Buy |
59,932
+1,220
| +2% | +$100K | 3.11% | 13 |
|
|
2021
Q4 | $4.5M | Sell |
58,712
-410
| -0.7% | -$31.4K | 2.54% | 16 |
|
|
2021
Q3 | $4.44M | Buy |
59,122
+1,592
| +3% | +$120K | 2.94% | 14 |
|
|
2021
Q2 | $4.47M | Buy |
57,530
+1,095
| +2% | +$85.2K | 3.01% | 12 |
|
|
2021
Q1 | $4.15M | Buy |
56,435
+43,479
| +336% | +$3.2M | 3.03% | 12 |
|
|
2020
Q4 | $1.01M | Buy |
12,956
+895
| +7% | +$69.8K | 0.81% | 30 |
|
|
2020
Q3 | $955K | Buy |
12,061
+979
| +9% | +$77.5K | 0.84% | 32 |
|
|
2020
Q2 | $818K | Buy |
11,082
+968
| +10% | +$71.5K | 0.79% | 34 |
|
|
2020
Q1 | $743K | Buy |
10,114
+3,875
| +62% | +$285K | 0.86% | 31 |
|
|
2019
Q4 | $541K | Buy |
+6,239
| New | +$541K | 0.51% | 35 |
|