Core 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 | $556K | Sell |
7,029
-114
| -2% | -$9.03K | 0.28% | 75 |
|
|
2025
Q1 | $641K | Sell |
7,143
-1,325
| -16% | -$119K | 0.37% | 68 |
|
|
2024
Q4 | $842K | Sell |
8,468
-1,559
| -16% | -$155K | 0.48% | 52 |
|
|
2024
Q3 | $1.14M | Sell |
10,027
-1,122
| -10% | -$127K | 0.69% | 37 |
|
|
2024
Q2 | $1.38M | Buy |
11,149
+2,599
| +30% | +$322K | 0.94% | 22 |
|
|
2024
Q1 | $1.13M | Buy |
8,550
+226
| +3% | +$29.8K | 0.85% | 24 |
|
|
2023
Q4 | $907K | Buy |
8,324
+204
| +3% | +$22.2K | 0.74% | 29 |
|
|
2023
Q3 | $836K | Buy |
8,120
+3
| +0% | +$309 | 0.76% | 28 |
|
|
2023
Q2 | $937K | Buy |
8,117
+166
| +2% | +$19.2K | 0.87% | 27 |
|
|
2023
Q1 | $846K | Sell |
7,951
-153
| -2% | -$16.3K | 0.85% | 28 |
|
|
2022
Q4 | $749K | Buy |
+8,104
| New | +$749K | 0.84% | 33 |
|