Cherry Tree 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 | $74.2K | Sell |
937
-398
| -30% | -$31.5K | 0.02% | 234 |
|
|
2025
Q1 | $120K | Buy |
1,335
+87
| +7% | +$7.81K | 0.03% | 197 |
|
|
2024
Q4 | $124K | Sell |
1,248
-50
| -4% | -$4.97K | 0.03% | 190 |
|
|
2024
Q3 | $147K | Hold |
1,298
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $161K | Buy |
1,298
+67
| +5% | +$8.3K | 0.04% | 167 |
|
|
2024
Q1 | $162K | Sell |
1,231
-52
| -4% | -$6.86K | 0.04% | 172 |
|
|
2023
Q4 | $140K | Buy |
1,283
+1
| +0.1% | +$109 | 0.04% | 168 |
|
|
2023
Q3 | $132K | Buy |
1,282
+66
| +5% | +$6.8K | 0.04% | 166 |
|
|
2023
Q2 | $140K | Buy |
+1,216
| New | +$140K | 0.04% | 164 |
|