Core 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 | $348K | Sell |
4,399
-2,459
| -36% | -$195K | 0.1% | 61 |
|
|
2025
Q1 | $616K | Sell |
6,858
-5,106
| -43% | -$458K | 0.2% | 41 |
|
|
2024
Q4 | $1.19M | Sell |
11,964
-6,302
| -35% | -$627K | 0.39% | 26 |
|
|
2024
Q3 | $2.07M | Sell |
18,266
-842
| -4% | -$95.6K | 0.67% | 19 |
|
|
2024
Q2 | $2.37M | Sell |
19,108
-1,138
| -6% | -$141K | 0.81% | 21 |
|
|
2024
Q1 | $2.67M | Sell |
20,246
-960
| -5% | -$127K | 0.91% | 16 |
|
|
2023
Q4 | $2.31M | Sell |
21,206
-39
| -0.2% | -$4.25K | 0.85% | 18 |
|
|
2023
Q3 | $2.19M | Buy |
21,245
+20,140
| +1,823% | +$2.07M | 0.89% | 15 |
|
|
2023
Q2 | $128K | Buy |
1,105
+169
| +18% | +$19.5K | 0.05% | 56 |
|
|
2023
Q1 | $99.6K | Hold |
936
| – | – | 0.04% | 65 |
|
|
2022
Q4 | $104K | Buy |
936
+147
| +19% | +$16.3K | 0.05% | 59 |
|
|
2022
Q3 | $68K | Hold |
789
| – | – | 0.04% | 59 |
|
|
2022
Q2 | $72K | Hold |
789
| – | – | 0.04% | 57 |
|
|
2022
Q1 | $65K | Sell |
789
-600
| -43% | -$49.4K | 0.04% | 63 |
|
|
2021
Q4 | $106K | Buy |
1,389
+600
| +76% | +$45.8K | 0.06% | 60 |
|
|
2021
Q3 | $59K | Hold |
789
| – | – | 0.04% | 76 |
|
|
2021
Q2 | $61K | Sell |
789
-257
| -25% | -$19.9K | 0.04% | 65 |
|
|
2021
Q1 | $77K | Hold |
1,046
| – | – | 0.07% | 47 |
|
|
2020
Q4 | $82K | Sell |
1,046
-469
| -31% | -$36.8K | 0.07% | 41 |
|
|
2020
Q3 | $120K | Buy |
1,515
+36
| +2% | +$2.85K | 0.11% | 36 |
|
|
2020
Q2 | $109K | Sell |
1,479
-89
| -6% | -$6.56K | 0.1% | 43 |
|
|
2020
Q1 | $115K | Buy |
1,568
+268
| +21% | +$19.7K | 0.09% | 44 |
|
|
2019
Q4 | $113K | Buy |
+1,300
| New | +$113K | 0.06% | 39 |
|