Carson Advisory’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
3,095
-606
| -16% | -$48K | 0.16% | 143 |
|
|
2025
Q1 | $332K | Sell |
3,701
-30
| -0.8% | -$2.69K | 0.22% | 104 |
|
|
2024
Q4 | $371K | Buy |
3,731
+72
| +2% | +$7.16K | 0.26% | 92 |
|
|
2024
Q3 | $416K | Buy |
3,659
+105
| +3% | +$11.9K | 0.26% | 96 |
|
|
2024
Q2 | $440K | Buy |
3,554
+864
| +32% | +$107K | 0.31% | 85 |
|
|
2024
Q1 | $355K | Buy |
2,690
+66
| +3% | +$8.71K | 0.25% | 102 |
|
|
2023
Q4 | $286K | Sell |
2,624
-146
| -5% | -$15.9K | 0.22% | 114 |
|
|
2023
Q3 | $285K | Buy |
2,770
+308
| +13% | +$31.7K | 0.25% | 108 |
|
|
2023
Q2 | $284K | Hold |
2,462
| – | – | 0.24% | 111 |
|
|
2023
Q1 | $262K | Sell |
2,462
-1,100
| -31% | -$117K | 0.23% | 109 |
|
|
2022
Q4 | $395K | Buy |
3,562
+398
| +13% | +$44.2K | 0.38% | 68 |
|
|
2022
Q3 | $272K | Buy |
3,164
+177
| +6% | +$15.2K | 0.3% | 89 |
|
|
2022
Q2 | $272K | Hold |
2,987
| – | – | 0.3% | 92 |
|
|
2022
Q1 | $245K | Buy |
2,987
+10
| +0.3% | +$820 | 0.24% | 102 |
|
|
2021
Q4 | $228K | Buy |
+2,977
| New | +$228K | 0.23% | 116 |
|