Eads & Heald Wealth Management’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 | Buy |
4,537
+561
| +14% | +$44.4K | 0.18% | 120 |
|
|
2025
Q1 | $357K | Buy |
3,976
+610
| +18% | +$54.8K | 0.18% | 118 |
|
|
2024
Q4 | $335K | Sell |
3,366
-365
| -10% | -$36.3K | 0.16% | 120 |
|
|
2024
Q3 | $424K | Sell |
3,731
-795
| -18% | -$90.3K | 0.2% | 118 |
|
|
2024
Q2 | $560K | Buy |
4,526
+22
| +0.5% | +$2.72K | 0.27% | 107 |
|
|
2024
Q1 | $594K | Buy |
4,504
+28
| +0.6% | +$3.69K | 0.28% | 109 |
|
|
2023
Q4 | $488K | Buy |
4,476
+250
| +6% | +$27.3K | 0.23% | 114 |
|
|
2023
Q3 | $435K | Hold |
4,226
| – | – | 0.23% | 113 |
|
|
2023
Q2 | $488K | Sell |
4,226
-300
| -7% | -$34.6K | 0.24% | 114 |
|
|
2023
Q1 | $482K | Buy |
4,526
+44
| +1% | +$4.69K | 0.24% | 114 |
|
|
2022
Q4 | $497K | Buy |
4,482
+405
| +10% | +$44.9K | 0.25% | 111 |
|
|
2022
Q3 | $351K | Buy |
4,077
+570
| +16% | +$49.1K | 0.2% | 118 |
|
|
2022
Q2 | $320K | Hold |
3,507
| – | – | 0.17% | 124 |
|
|
2022
Q1 | $288K | Sell |
3,507
-5,939
| -63% | -$488K | 0.13% | 129 |
|
|
2021
Q4 | $724K | Sell |
9,446
-560
| -6% | -$42.9K | 0.31% | 103 |
|
|
2021
Q3 | $752K | Sell |
10,006
-2,085
| -17% | -$157K | 0.36% | 99 |
|
|
2021
Q2 | $940K | Sell |
12,091
-669
| -5% | -$52K | 0.46% | 88 |
|
|
2021
Q1 | $939K | Buy |
12,760
+394
| +3% | +$29K | 0.48% | 88 |
|
|
2020
Q4 | $965K | Buy |
12,366
+377
| +3% | +$29.4K | 0.52% | 82 |
|
|
2020
Q3 | $949K | Sell |
11,989
-1,844
| -13% | -$146K | 0.57% | 77 |
|
|
2020
Q2 | $1.02M | Buy |
13,833
+7,698
| +125% | +$568K | 0.62% | 72 |
|
|
2020
Q1 | $450K | Buy |
+6,135
| New | +$450K | 0.32% | 100 |
|