Charter Oak Capital 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 | $1.09M | Sell |
13,740
-182
| -1% | -$14.4K | 0.09% | 71 |
|
|
2025
Q1 | $1.25M | Buy |
13,922
+327
| +2% | +$29.4K | 0.11% | 59 |
|
|
2024
Q4 | $1.35M | Buy |
13,595
+1,991
| +17% | +$198K | 0.13% | 59 |
|
|
2024
Q3 | $1.32M | Buy |
11,604
+390
| +3% | +$44.3K | 0.12% | 60 |
|
|
2024
Q2 | $1.39M | Buy |
11,214
+1
| +0% | +$124 | 0.14% | 56 |
|
|
2024
Q1 | $1.48M | Buy |
11,213
+9
| +0.1% | +$1.19K | 0.16% | 54 |
|
|
2023
Q4 | $1.22M | Buy |
11,204
+6
| +0.1% | +$654 | 0.15% | 56 |
|
|
2023
Q3 | $1.15M | Sell |
11,198
-317
| -3% | -$32.6K | 0.15% | 56 |
|
|
2023
Q2 | $1.33M | Buy |
11,515
+432
| +4% | +$49.8K | 0.17% | 57 |
|
|
2023
Q1 | $1.18M | Sell |
11,083
-229
| -2% | -$24.4K | 0.16% | 59 |
|
|
2022
Q4 | $1.26M | Buy |
11,312
+106
| +0.9% | +$11.8K | 0.19% | 58 |
|
|
2022
Q3 | $965K | Sell |
11,206
-734
| -6% | -$63.2K | 0.15% | 61 |
|
|
2022
Q2 | $1.09M | Sell |
11,940
-993
| -8% | -$90.6K | 0.15% | 63 |
|
|
2022
Q1 | $1.06M | Buy |
12,933
+57
| +0.4% | +$4.68K | 0.13% | 72 |
|
|
2021
Q4 | $987K | Buy |
12,876
+22
| +0.2% | +$1.69K | 0.11% | 76 |
|
|
2021
Q3 | $965K | Buy |
12,854
+1,007
| +9% | +$75.6K | 0.12% | 72 |
|
|
2021
Q2 | $921K | Sell |
11,847
-562
| -5% | -$43.7K | 0.12% | 74 |
|
|
2021
Q1 | $913K | Sell |
12,409
-60
| -0.5% | -$4.42K | 0.13% | 77 |
|
|
2020
Q4 | $973K | Buy |
+12,469
| New | +$973K | 0.15% | 65 |
|