Colton Groome Financial 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 | $962K | Buy |
12,154
+2,720
| +29% | +$215K | 0.33% | 54 |
|
|
2025
Q1 | $804K | Sell |
9,434
-5,303
| -36% | -$452K | 0.31% | 55 |
|
|
2024
Q4 | $1.47M | Sell |
14,737
-894
| -6% | -$88.9K | 0.56% | 38 |
|
|
2024
Q3 | $1.78M | Sell |
15,631
-80
| -0.5% | -$9.09K | 0.66% | 34 |
|
|
2024
Q2 | $1.95M | Sell |
15,711
-3,585
| -19% | -$444K | 0.77% | 32 |
|
|
2024
Q1 | $2.55M | Sell |
19,296
-303
| -2% | -$40K | 1.02% | 24 |
|
|
2023
Q4 | $2.14M | Buy |
19,599
+4,989
| +34% | +$544K | 0.93% | 29 |
|
|
2023
Q3 | $1.5M | Buy |
14,610
+2,320
| +19% | +$239K | 0.75% | 33 |
|
|
2023
Q2 | $1.42M | Buy |
12,290
+3,850
| +46% | +$444K | 0.66% | 38 |
|
|
2023
Q1 | $898K | Buy |
8,440
+3,183
| +61% | +$339K | 0.43% | 49 |
|
|
2022
Q4 | $583K | Buy |
5,257
+2,570
| +96% | +$285K | 0.29% | 61 |
|
|
2022
Q3 | $231K | Buy |
+2,687
| New | +$231K | 0.12% | 102 |
|
|
2022
Q1 | – | Sell |
-11,027
| Closed | -$845K | – | 125 |
|
|
2021
Q4 | $845K | Buy |
11,027
+17
| +0.2% | +$1.3K | 0.34% | 59 |
|
|
2021
Q3 | $827K | Buy |
11,010
+50
| +0.5% | +$3.76K | 0.36% | 47 |
|
|
2021
Q2 | $852K | Buy |
+10,960
| New | +$852K | 0.39% | 43 |
|