Cyndeo 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 | $1.92M | Sell |
24,231
-302
| -1% | -$23.9K | 0.11% | 163 |
|
|
2025
Q1 | $2.2M | Sell |
24,533
-697
| -3% | -$62.6K | 0.14% | 153 |
|
|
2024
Q4 | $2.51M | Sell |
25,230
-122
| -0.5% | -$12.1K | 0.17% | 143 |
|
|
2024
Q3 | $2.88M | Buy |
25,352
+1,005
| +4% | +$114K | 0.2% | 133 |
|
|
2024
Q2 | $3.01M | Buy |
24,347
+4,947
| +26% | +$612K | 0.24% | 121 |
|
|
2024
Q1 | $2.56M | Buy |
19,400
+73
| +0.4% | +$9.63K | 0.21% | 135 |
|
|
2023
Q4 | $2.11M | Sell |
19,327
-162
| -0.8% | -$17.7K | 0.2% | 133 |
|
|
2023
Q3 | $2.01M | Sell |
19,489
-1,496
| -7% | -$154K | 0.21% | 126 |
|
|
2023
Q2 | $2.42M | Buy |
20,985
+1,759
| +9% | +$203K | 0.25% | 109 |
|
|
2023
Q1 | $2.05M | Buy |
19,226
+9,336
| +94% | +$993K | 0.22% | 123 |
|
|
2022
Q4 | $1.1M | Buy |
+9,890
| New | +$1.1M | 0.13% | 162 |
|