Compass 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 | $402K | Sell |
5,084
-954
| -16% | -$75.5K | 0.1% | 116 |
|
|
2025
Q1 | $542K | Sell |
6,038
-177
| -3% | -$15.9K | 0.14% | 103 |
|
|
2024
Q4 | $618K | Sell |
6,215
-1,637
| -21% | -$163K | 0.15% | 97 |
|
|
2024
Q3 | $892K | Sell |
7,852
-198
| -2% | -$22.5K | 0.21% | 84 |
|
|
2024
Q2 | $997K | Buy |
8,050
+170
| +2% | +$21K | 0.25% | 84 |
|
|
2024
Q1 | $1.04M | Buy |
7,880
+350
| +5% | +$46.2K | 0.26% | 86 |
|
|
2023
Q4 | $821K | Buy |
7,530
+321
| +4% | +$35K | 0.23% | 92 |
|
|
2023
Q3 | $742K | Buy |
7,209
+129
| +2% | +$13.3K | 0.23% | 98 |
|
|
2023
Q2 | $817K | Sell |
7,080
-50
| -0.7% | -$5.77K | 0.25% | 93 |
|
|
2023
Q1 | $759K | Sell |
7,130
-50
| -0.7% | -$5.32K | 0.24% | 101 |
|
|
2022
Q4 | $797K | Buy |
+7,180
| New | +$797K | 0.26% | 95 |
|