EPG 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 | – | Sell |
-2,940
| Closed | -$264K | – | 386 |
|
2025
Q1 | $264K | Sell |
2,940
-84
| -3% | -$7.54K | 0.07% | 203 |
|
2024
Q4 | $301K | Sell |
3,024
-21
| -0.7% | -$2.09K | 0.08% | 198 |
|
2024
Q3 | $346K | Buy |
+3,045
| New | +$346K | 0.09% | 194 |
|
2024
Q2 | – | Sell |
-3,026
| Closed | -$399K | – | 186 |
|
2024
Q1 | $399K | Hold |
3,026
| – | – | 0.1% | 187 |
|
2023
Q4 | $380K | Sell |
3,026
-80
| -3% | -$10K | 0.1% | 183 |
|
2023
Q3 | $320K | Sell |
3,106
-5,594
| -64% | -$576K | 0.1% | 184 |
|
2023
Q2 | $1M | Buy |
8,700
+440
| +5% | +$50.8K | 0.3% | 85 |
|
2023
Q1 | $879K | Buy |
8,260
+5,655
| +217% | +$602K | 0.28% | 87 |
|
2022
Q4 | $289K | Sell |
2,605
-27
| -1% | -$3K | 0.11% | 166 |
|
2022
Q3 | $227K | Buy |
2,632
+150
| +6% | +$12.9K | 0.09% | 188 |
|
2022
Q2 | $226K | Buy |
+2,482
| New | +$226K | 0.1% | 195 |
|
2021
Q2 | – | Sell |
-4,718
| Closed | -$347K | – | 213 |
|
2021
Q1 | $347K | Buy |
4,718
+812
| +21% | +$59.7K | 0.17% | 125 |
|
2020
Q4 | $305K | Buy |
3,906
+1,068
| +38% | +$83.4K | 0.18% | 108 |
|
2020
Q3 | $225K | Sell |
2,838
-238
| -8% | -$18.9K | 0.17% | 114 |
|
2020
Q2 | $227K | Sell |
3,076
-242
| -7% | -$17.9K | 0.16% | 126 |
|
2020
Q1 | $243K | Buy |
3,318
+2,231
| +205% | +$163K | 0.18% | 105 |
|
2019
Q4 | $94K | Buy |
+1,087
| New | +$94K | 0.07% | 160 |
|