Cypress Wealth Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
3,923
+564
| +17% | +$44.6K | 0.06% | 226 |
|
|
2025
Q1 | $301K | Sell |
3,359
-280
| -8% | -$25.1K | 0.06% | 218 |
|
|
2024
Q4 | $362K | Buy |
3,639
+111
| +3% | +$11K | 0.07% | 182 |
|
|
2024
Q3 | $401K | Sell |
3,528
-31
| -0.9% | -$3.52K | 0.08% | 176 |
|
|
2024
Q2 | $441K | Buy |
3,559
+161
| +5% | +$19.9K | 0.1% | 158 |
|
|
2024
Q1 | $448K | Buy |
3,398
+1,255
| +59% | +$166K | 0.1% | 154 |
|
|
2023
Q4 | $234K | Sell |
2,143
-225
| -10% | -$24.5K | 0.06% | 216 |
|
|
2023
Q3 | $244K | Hold |
2,368
| – | – | 0.07% | 202 |
|
|
2023
Q2 | $250K | Hold |
2,368
| – | – | 0.07% | 205 |
|
|
2023
Q1 | $252K | Hold |
2,368
| – | – | 0.07% | 201 |
|
|
2022
Q4 | $263K | Buy |
+2,368
| New | +$263K | 0.08% | 195 |
|
|
2021
Q2 | – | Sell |
-3,853
| Closed | -$283K | – | 294 |
|
|
2021
Q1 | $283K | Sell |
3,853
-396
| -9% | -$29.1K | 0.06% | 231 |
|
|
2020
Q4 | $332K | Buy |
+4,249
| New | +$332K | 0.07% | 191 |
|
|
2020
Q3 | – | Sell |
-24,016
| Closed | -$1.77M | – | 157 |
|
|
2020
Q2 | $1.77M | Sell |
24,016
-624
| -3% | -$46K | 0.42% | 62 |
|
|
2020
Q1 | $1.81M | Buy |
24,640
+685
| +3% | +$50.3K | 0.53% | 57 |
|
|
2019
Q4 | $2.08M | Sell |
23,955
-2,304
| -9% | -$200K | 0.52% | 58 |
|
|
2019
Q3 | $2.11M | Buy |
26,259
+631
| +2% | +$50.7K | 0.58% | 55 |
|
|
2019
Q2 | $2.05M | Buy |
25,628
+780
| +3% | +$62.4K | 0.59% | 53 |
|
|
2019
Q1 | $1.97M | Buy |
24,848
+2,238
| +10% | +$178K | 0.62% | 52 |
|
|
2018
Q4 | $1.65M | Buy |
22,610
+42
| +0.2% | +$3.06K | 0.65% | 47 |
|
|
2018
Q3 | $1.53M | Sell |
22,568
-651
| -3% | -$44.1K | 0.55% | 55 |
|
|
2018
Q2 | $1.35M | Buy |
23,219
+331
| +1% | +$19.2K | 0.51% | 55 |
|
|
2018
Q1 | $1.19M | Sell |
22,888
-27
| -0.1% | -$1.4K | 0.51% | 56 |
|
|
2017
Q4 | $1.23M | Buy |
+22,915
| New | +$1.23M | 0.51% | 54 |
|