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 |
|