Cassaday & Co Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
8,118
+773
| +11% | +$61.2K | 0.02% | 181 |
|
|
2025
Q1 | $659K | Sell |
7,345
-232
| -3% | -$20.8K | 0.02% | 165 |
|
|
2024
Q4 | $754K | Buy |
7,577
+182
| +2% | +$18.1K | 0.02% | 149 |
|
|
2024
Q3 | $840K | Buy |
7,395
+189
| +3% | +$21.5K | 0.02% | 127 |
|
|
2024
Q2 | $892K | Sell |
7,206
-1,308
| -15% | -$162K | 0.03% | 116 |
|
|
2024
Q1 | $1.12M | Buy |
8,514
+56
| +0.7% | +$7.39K | 0.04% | 92 |
|
|
2023
Q4 | $922K | Buy |
8,458
+245
| +3% | +$26.7K | 0.03% | 103 |
|
|
2023
Q3 | $845K | Sell |
8,213
-1,066
| -11% | -$110K | 0.04% | 96 |
|
|
2023
Q2 | $1.07M | Buy |
9,279
+434
| +5% | +$50.1K | 0.04% | 87 |
|
|
2023
Q1 | $941K | Buy |
8,845
+1,566
| +22% | +$167K | 0.04% | 99 |
|
|
2022
Q4 | $808K | Buy |
+7,279
| New | +$808K | 0.04% | 111 |
|