Castle 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 | – | Sell |
-3,049
| Closed | -$276K | – | 129 |
|
|
2025
Q1 | $276K | Sell |
3,049
-453
| -13% | -$41K | 0.11% | 104 |
|
|
2024
Q4 | $351K | Sell |
3,502
-272
| -7% | -$27.3K | 0.14% | 92 |
|
|
2024
Q3 | $431K | Buy |
3,774
+15
| +0.4% | +$1.72K | 0.17% | 84 |
|
|
2024
Q2 | $468K | Buy |
3,759
+102
| +3% | +$12.7K | 0.22% | 79 |
|
|
2024
Q1 | $485K | Sell |
3,657
-20
| -0.5% | -$2.65K | 0.25% | 82 |
|
|
2023
Q4 | $404K | Buy |
3,677
+106
| +3% | +$11.6K | 0.24% | 89 |
|
|
2023
Q3 | $370K | Sell |
3,571
-86
| -2% | -$8.92K | 0.26% | 77 |
|
|
2023
Q2 | $425K | Sell |
3,657
-748
| -17% | -$86.9K | 0.3% | 72 |
|
|
2023
Q1 | $471K | Sell |
4,405
-16
| -0.4% | -$1.71K | 0.36% | 62 |
|
|
2022
Q4 | $494K | Buy |
4,421
+1
| +0% | +$112 | 0.31% | 63 |
|
|
2022
Q3 | $384K | Sell |
4,420
-99
| -2% | -$8.6K | 0.23% | 71 |
|
|
2022
Q2 | $415K | Buy |
+4,519
| New | +$415K | 0.24% | 69 |
|