Financial Perspectives’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
1,318
+1
| +0.1% | +$79 | 0.03% | 218 |
|
|
2025
Q1 | $118K | Hold |
1,317
| – | – | 0.04% | 198 |
|
|
2024
Q4 | $131K | Buy |
1,317
+43
| +3% | +$4.28K | 0.04% | 186 |
|
|
2024
Q3 | $145K | Hold |
1,274
| – | – | 0.05% | 171 |
|
|
2024
Q2 | $158K | Hold |
1,274
| – | – | 0.06% | 156 |
|
|
2024
Q1 | $168K | Sell |
1,274
-326
| -20% | -$43K | 0.06% | 150 |
|
|
2023
Q4 | $174K | Buy |
1,600
+6
| +0.4% | +$654 | 0.07% | 148 |
|
|
2023
Q3 | $164K | Hold |
1,594
| – | – | 0.08% | 144 |
|
|
2023
Q2 | $184K | Hold |
1,594
| – | – | 0.08% | 134 |
|
|
2023
Q1 | $170K | Hold |
1,594
| – | – | 0.08% | 138 |
|
|
2022
Q4 | $177K | Hold |
1,594
| – | – | 0.09% | 129 |
|
|
2022
Q3 | $137K | Buy |
1,594
+41
| +3% | +$3.53K | 0.08% | 145 |
|
|
2022
Q2 | $142K | Hold |
1,553
| – | – | 0.08% | 142 |
|
|
2022
Q1 | $127K | Hold |
1,553
| – | – | 0.06% | 161 |
|
|
2021
Q4 | $119K | Hold |
1,553
| – | – | 0.06% | 160 |
|
|
2021
Q3 | $117K | Hold |
1,553
| – | – | 0.06% | 163 |
|
|
2021
Q2 | $121K | Sell |
1,553
-123,915
| -99% | -$9.64M | 0.06% | 171 |
|
|
2021
Q1 | $1.55M | Buy |
125,468
+117,081
| +1,396% | +$1.45M | 0.08% | 162 |
|
|
2020
Q4 | $655K | Hold |
8,387
| – | – | 0.37% | 43 |
|
|
2020
Q3 | $664K | Hold |
8,387
| – | – | 0.44% | 37 |
|
|
2020
Q2 | $619K | Hold |
8,387
| – | – | 0.44% | 36 |
|
|
2020
Q1 | $616K | Hold |
8,387
| – | – | 0.5% | 30 |
|
|
2019
Q4 | $728K | Buy |
+8,387
| New | +$728K | 0.5% | 26 |
|