Cherrydale 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 |
-2,412
| Closed | -$216K | – | 81 |
|
|
2025
Q1 | $216K | Buy |
2,412
+54
| +2% | +$4.85K | 0.09% | 63 |
|
|
2024
Q4 | $235K | Sell |
2,358
-6
| -0.3% | -$597 | 0.09% | 62 |
|
|
2024
Q3 | $268K | Sell |
2,364
-107
| -4% | -$12.1K | 0.11% | 51 |
|
|
2024
Q2 | $306K | Buy |
2,471
+535
| +28% | +$66.2K | 0.13% | 48 |
|
|
2024
Q1 | $255K | Hold |
1,936
| – | – | 0.12% | 49 |
|
|
2023
Q4 | $211K | Buy |
+1,936
| New | +$211K | 0.11% | 45 |
|
|
2023
Q3 | – | Sell |
-1,778
| Closed | -$205K | – | 48 |
|
|
2023
Q2 | $205K | Buy |
+1,778
| New | +$205K | 0.14% | 40 |
|