DHJJ Financial 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 | $359K | Sell |
4,532
-132
| -3% | -$10.4K | 0.13% | 121 |
|
|
2025
Q1 | $419K | Hold |
4,664
| – | – | 0.17% | 103 |
|
|
2024
Q4 | $464K | Hold |
4,664
| – | – | 0.18% | 93 |
|
|
2024
Q3 | $530K | Hold |
4,664
| – | – | 0.21% | 86 |
|
|
2024
Q2 | $577K | Hold |
4,664
| – | – | 0.24% | 79 |
|
|
2024
Q1 | $615K | Hold |
4,664
| – | – | 0.27% | 70 |
|
|
2023
Q4 | $508K | Hold |
4,664
| – | – | 0.24% | 73 |
|
|
2023
Q3 | $480K | Sell |
4,664
-1,350
| -22% | -$139K | 0.24% | 75 |
|
|
2023
Q2 | $694K | Hold |
6,014
| – | – | 0.36% | 58 |
|
|
2023
Q1 | $640K | Hold |
6,014
| – | – | 0.35% | 64 |
|
|
2022
Q4 | $667K | Buy |
6,014
+232
| +4% | +$25.7K | 0.38% | 58 |
|
|
2022
Q3 | $498K | Hold |
5,782
| – | – | 0.29% | 72 |
|
|
2022
Q2 | $527K | Hold |
5,782
| – | – | 0.29% | 71 |
|
|
2022
Q1 | $483K | Hold |
5,782
| – | – | 0.23% | 83 |
|
|
2021
Q4 | $443K | Hold |
5,782
| – | – | 0.21% | 87 |
|
|
2021
Q3 | $434K | Hold |
5,782
| – | – | 0.22% | 83 |
|
|
2021
Q2 | $450K | Sell |
5,782
-278
| -5% | -$21.6K | 0.24% | 78 |
|
|
2021
Q1 | $446K | Hold |
6,060
| – | – | 0.26% | 70 |
|
|
2020
Q4 | $473K | Buy |
+6,060
| New | +$473K | 0.3% | 62 |
|