Clearview Wealth Advisors’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 |
-3,540
| Closed | -$318K | – | 106 |
|
|
2025
Q1 | $318K | Sell |
3,540
-113
| -3% | -$10.1K | 0.24% | 81 |
|
|
2024
Q4 | $363K | Sell |
3,653
-29
| -0.8% | -$2.89K | 0.28% | 67 |
|
|
2024
Q3 | $418K | Sell |
3,682
-106
| -3% | -$12K | 0.32% | 59 |
|
|
2024
Q2 | $469K | Sell |
3,788
-195
| -5% | -$24.1K | 0.41% | 49 |
|
|
2024
Q1 | $526K | Sell |
3,983
-116
| -3% | -$15.3K | 0.54% | 44 |
|
|
2023
Q4 | $447K | Sell |
4,099
-79
| -2% | -$8.61K | 0.52% | 62 |
|
|
2023
Q3 | $430K | Sell |
4,178
-236
| -5% | -$24.3K | 0.53% | 64 |
|
|
2023
Q2 | $509K | Sell |
4,414
-52
| -1% | -$6K | 0.52% | 59 |
|
|
2023
Q1 | $475K | Sell |
4,466
-1,797
| -29% | -$191K | 0.48% | 61 |
|
|
2022
Q4 | $695K | Sell |
6,263
-20
| -0.3% | -$2.22K | 0.54% | 47 |
|
|
2022
Q3 | $541K | Buy |
6,283
+207
| +3% | +$17.8K | 0.43% | 41 |
|
|
2022
Q2 | $554K | Buy |
6,076
+252
| +4% | +$23K | 0.42% | 46 |
|
|
2022
Q1 | $478K | Buy |
5,824
+373
| +7% | +$30.6K | 0.31% | 54 |
|
|
2021
Q4 | $418K | Sell |
5,451
-950
| -15% | -$72.8K | 0.25% | 82 |
|
|
2021
Q3 | $481K | Buy |
6,401
+544
| +9% | +$40.9K | 0.3% | 70 |
|
|
2021
Q2 | $456K | Sell |
5,857
-287
| -5% | -$22.3K | 0.28% | 70 |
|
|
2021
Q1 | $452K | Sell |
6,144
-172
| -3% | -$12.7K | 0.29% | 68 |
|
|
2020
Q4 | $493K | Buy |
+6,316
| New | +$493K | 0.33% | 63 |
|