Carolinas Wealth Consulting’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,498
| Closed | -$314K | – | 594 |
|
2025
Q1 | $314K | Buy |
3,498
+23
| +0.7% | +$2.06K | 0.07% | 135 |
|
2024
Q4 | $348K | Buy |
3,475
+74
| +2% | +$7.42K | 0.07% | 139 |
|
2024
Q3 | $389K | Buy |
3,401
+1,113
| +49% | +$127K | 0.07% | 134 |
|
2024
Q2 | $283K | Buy |
2,288
+18
| +0.8% | +$2.23K | 0.05% | 148 |
|
2024
Q1 | $301K | Sell |
2,270
-14,936
| -87% | -$1.98M | 0.06% | 135 |
|
2023
Q4 | $200K | Buy |
17,206
+15
| +0.1% | +$175 | 0.04% | 159 |
|
2023
Q3 | $187K | Sell |
17,191
-809
| -4% | -$8.8K | 0.05% | 149 |
|
2023
Q2 | $303K | Sell |
18,000
-697
| -4% | -$11.7K | 0.06% | 137 |
|
2023
Q1 | $355K | Buy |
18,697
+580
| +3% | +$11K | 0.08% | 124 |
|
2022
Q4 | $305K | Buy |
18,117
+212
| +1% | +$3.57K | 0.07% | 132 |
|
2022
Q3 | $222K | Sell |
17,905
-262
| -1% | -$3.25K | 0.06% | 145 |
|
2022
Q2 | $259K | Buy |
18,167
+14,855
| +449% | +$212K | 0.06% | 130 |
|
2022
Q1 | $274K | Sell |
3,312
-2
| -0.1% | -$165 | 0.06% | 137 |
|
2021
Q4 | $256K | Sell |
3,314
-1,143
| -26% | -$88.3K | 0.06% | 149 |
|
2021
Q3 | $338K | Sell |
4,457
-1,025
| -19% | -$77.7K | 0.08% | 110 |
|
2021
Q2 | $429K | Buy |
5,482
+1,924
| +54% | +$151K | 0.09% | 98 |
|
2021
Q1 | $264K | Buy |
3,558
+50
| +1% | +$3.71K | 0.06% | 133 |
|
2020
Q4 | $276K | Buy |
3,508
+293
| +9% | +$23.1K | 0.07% | 124 |
|
2020
Q3 | $256K | Buy |
3,215
+149
| +5% | +$11.9K | 0.09% | 103 |
|
2020
Q2 | $228K | Buy |
3,066
+149
| +5% | +$11.1K | 0.09% | 97 |
|
2020
Q1 | $215K | Buy |
+2,917
| New | +$215K | 0.12% | 90 |
|