Connecticut 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 | $752K | Sell |
9,502
-2,011
| -17% | -$159K | 0.04% | 179 |
|
|
2025
Q1 | $1.03M | Sell |
11,513
-1,116
| -9% | -$100K | 0.05% | 143 |
|
|
2024
Q4 | $1.26M | Sell |
12,629
-2,825
| -18% | -$281K | 0.06% | 113 |
|
|
2024
Q3 | $1.75M | Sell |
15,454
-1,736
| -10% | -$197K | 0.09% | 108 |
|
|
2024
Q2 | $2.13M | Sell |
17,190
-886
| -5% | -$110K | 0.11% | 95 |
|
|
2024
Q1 | $2.39M | Buy |
18,076
+147
| +0.8% | +$19.4K | 0.13% | 85 |
|
|
2023
Q4 | $1.95M | Buy |
17,929
+8,267
| +86% | +$901K | 0.11% | 90 |
|
|
2023
Q3 | $995K | Buy |
9,662
+3,196
| +49% | +$329K | 0.07% | 116 |
|
|
2023
Q2 | $746K | Buy |
6,466
+2,665
| +70% | +$308K | 0.05% | 117 |
|
|
2023
Q1 | $404K | Buy |
3,801
+427
| +13% | +$45.4K | 0.03% | 155 |
|
|
2022
Q4 | $374K | Sell |
3,374
-192
| -5% | -$21.3K | 0.03% | 138 |
|
|
2022
Q3 | $307K | Sell |
3,566
-4,048
| -53% | -$348K | 0.03% | 143 |
|
|
2022
Q2 | $694K | Buy |
7,614
+367
| +5% | +$33.5K | 0.06% | 103 |
|
|
2022
Q1 | $595K | Buy |
7,247
+262
| +4% | +$21.5K | 0.05% | 113 |
|
|
2021
Q4 | $535K | Sell |
6,985
-864
| -11% | -$66.2K | 0.04% | 119 |
|
|
2021
Q3 | $590K | Buy |
7,849
+1,365
| +21% | +$103K | 0.05% | 110 |
|
|
2021
Q2 | $504K | Sell |
6,484
-4,628
| -42% | -$360K | 0.04% | 119 |
|
|
2021
Q1 | $817K | Buy |
11,112
+55
| +0.5% | +$4.04K | 0.07% | 76 |
|
|
2020
Q4 | $863K | Sell |
11,057
-1,133
| -9% | -$88.4K | 0.09% | 85 |
|
|
2020
Q3 | $965K | Buy |
12,190
+4,238
| +53% | +$335K | 0.11% | 82 |
|
|
2020
Q2 | $587K | Buy |
7,952
+3,737
| +89% | +$276K | 0.07% | 80 |
|
|
2020
Q1 | $309K | Buy |
4,215
+6
| +0.1% | +$440 | 0.05% | 117 |
|
|
2019
Q4 | $365K | Sell |
4,209
-422
| -9% | -$36.6K | 0.04% | 123 |
|
|
2019
Q3 | $372K | Buy |
4,631
+1,025
| +28% | +$82.3K | 0.05% | 118 |
|
|
2019
Q2 | $289K | Buy |
+3,606
| New | +$289K | 0.04% | 131 |
|
|
2017
Q4 | – | Sell |
-3,822
| Closed | -$235K | – | 64 |
|
|
2017
Q3 | $235K | Sell |
3,822
-134
| -3% | -$8.24K | 0.14% | 57 |
|
|
2017
Q2 | $237K | Buy |
3,956
+144
| +4% | +$8.63K | 0.14% | 54 |
|
|
2017
Q1 | $231K | Hold |
3,812
| – | – | 0.14% | 53 |
|
|
2016
Q4 | $224K | Hold |
3,812
| – | – | 0.14% | 56 |
|
|
2016
Q3 | $227K | Buy |
+3,812
| New | +$227K | 0.16% | 51 |
|