Concord Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
2,056
+527
| +34% | +$41.7K | 0.02% | 219 |
|
|
2025
Q1 | $137K | Sell |
1,529
-21,280
| -93% | -$1.91M | 0.02% | 216 |
|
|
2024
Q4 | $2.27M | Sell |
22,809
-21,488
| -49% | -$2.14M | 0.37% | 66 |
|
|
2024
Q3 | $5.03M | Buy |
44,297
+9,991
| +29% | +$1.13M | 0.84% | 28 |
|
|
2024
Q2 | $4.25M | Buy |
34,306
+2,424
| +8% | +$300K | 0.75% | 34 |
|
|
2024
Q1 | $4.21M | Buy |
31,882
+3,292
| +12% | +$434K | 0.76% | 33 |
|
|
2023
Q4 | $3.12M | Buy |
28,590
+4,432
| +18% | +$483K | 0.62% | 39 |
|
|
2023
Q3 | $2.49M | Buy |
24,158
+3,051
| +14% | +$314K | 0.53% | 36 |
|
|
2023
Q2 | $2.44M | Buy |
21,107
+8,068
| +62% | +$931K | 0.52% | 38 |
|
|
2023
Q1 | $1.39M | Buy |
13,039
+5,013
| +62% | +$533K | 0.39% | 38 |
|
|
2022
Q4 | $890K | Sell |
8,026
-2,684
| -25% | -$298K | 0.27% | 51 |
|
|
2022
Q3 | $922K | Sell |
10,710
-192
| -2% | -$16.5K | 0.29% | 51 |
|
|
2022
Q2 | $994K | Buy |
10,902
+902
| +9% | +$82.2K | 0.27% | 50 |
|
|
2022
Q1 | $820K | Buy |
10,000
+841
| +9% | +$69K | 0.21% | 65 |
|
|
2021
Q4 | $702K | Buy |
9,159
+5,682
| +163% | +$436K | 0.17% | 75 |
|
|
2021
Q3 | $261K | Sell |
3,477
-3,279
| -49% | -$246K | 0.11% | 72 |
|
|
2021
Q2 | $525K | Buy |
6,756
+935
| +16% | +$72.7K | 0.15% | 64 |
|
|
2021
Q1 | $428K | Buy |
5,821
+3,892
| +202% | +$286K | 0.14% | 72 |
|
|
2020
Q4 | $151K | Buy |
+1,929
| New | +$151K | 0.12% | 92 |
|