Centric 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
$2.39M Buy
29,596
+1,519
+5% +$123K 0.57% 63
2025
Q1
$2.52M Buy
28,077
+4,075
+17% +$366K 0.66% 53
2024
Q4
$2.39M Buy
24,002
+174
+0.7% +$17.3K 0.65% 47
2024
Q3
$2.4M Buy
23,828
+379
+2% +$38.2K 0.64% 55
2024
Q2
$2.94M Buy
23,449
+894
+4% +$112K 0.85% 37
2024
Q1
$2.91M Buy
22,555
+1,246
+6% +$161K 0.93% 32
2023
Q4
$2.69M Buy
21,309
+1,313
+7% +$166K 0.89% 29
2023
Q3
$2.06M Buy
19,996
+844
+4% +$86.9K 0.86% 30
2023
Q2
$2.11M Buy
19,152
+531
+3% +$58.4K 0.84% 30
2023
Q1
$1.98M Sell
18,621
-591
-3% -$62.9K 0.86% 30
2022
Q4
$2.13M Sell
19,212
-522
-3% -$57.9K 1.08% 24
2022
Q3
$1.7M Buy
19,734
+290
+1% +$25K 0.68% 37
2022
Q2
$1.77M Buy
19,444
+471
+2% +$42.9K 0.65% 39
2022
Q1
$1.56M Buy
18,973
+703
+4% +$57.7K 0.49% 52
2021
Q4
$1.4M Buy
18,270
+1,389
+8% +$106K 0.46% 61
2021
Q3
$1.27M Buy
16,881
+314
+2% +$23.6K 0.47% 56
2021
Q2
$1.29M Sell
16,567
-12,929
-44% -$1.01M 0.45% 58
2021
Q1
$2.17M Buy
29,496
+1,402
+5% +$103K 0.62% 44
2020
Q4
$2.19M Buy
28,094
+17,755
+172% +$1.39M 0.68% 35
2020
Q3
$805K Sell
10,339
-2,831
-21% -$220K 0.61% 43
2020
Q2
$972K Buy
13,170
+2,831
+27% +$209K 0.51% 53
2020
Q1
$805K Sell
10,339
-349
-3% -$27.2K 0.61% 43
2019
Q4
$927K Buy
10,688
+349
+3% +$30.3K 0.74% 38
2019
Q3
$805K Buy
10,339
+640
+7% +$49.8K 0.61% 43
2019
Q2
$776K Buy
9,699
+138
+1% +$11K 0.68% 41
2019
Q1
$759K Sell
9,561
-5,936
-38% -$471K 0.7% 39
2018
Q4
$1.13M Buy
+15,497
New +$1.13M 0.99% 18