Garde Capital’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Sell |
2,207
-3,695
| -63% | -$292K | 0.01% | 211 |
|
|
2025
Q1 | $530K | Sell |
5,902
-158
| -3% | -$14.2K | 0.03% | 138 |
|
|
2024
Q4 | $603K | Buy |
6,060
+84
| +1% | +$8.36K | 0.04% | 127 |
|
|
2024
Q3 | $679K | Buy |
5,976
+20
| +0.3% | +$2.27K | 0.04% | 123 |
|
|
2024
Q2 | $737K | Sell |
5,956
-133
| -2% | -$16.5K | 0.05% | 116 |
|
|
2024
Q1 | $803K | Sell |
6,089
-956
| -14% | -$126K | 0.06% | 110 |
|
|
2023
Q4 | $768K | Buy |
7,045
+1,428
| +25% | +$156K | 0.06% | 113 |
|
|
2023
Q3 | $578K | Buy |
5,617
+60
| +1% | +$6.17K | 0.05% | 121 |
|
|
2023
Q2 | $641K | Buy |
5,557
+3,894
| +234% | +$449K | 0.05% | 123 |
|
|
2023
Q1 | $177K | Hold |
1,663
| – | – | 0.02% | 194 |
|
|
2022
Q4 | $185K | Buy |
1,663
+165
| +11% | +$18.4K | 0.02% | 185 |
|
|
2022
Q3 | $129K | Hold |
1,498
| – | – | 0.02% | 212 |
|
|
2022
Q2 | $137K | Hold |
1,498
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $123K | Hold |
1,498
| – | – | 0.01% | 259 |
|
|
2021
Q4 | $115K | Buy |
+1,498
| New | +$115K | 0.01% | 268 |
|
|
2021
Q3 | – | Sell |
-1,556
| Closed | -$121K | – | 282 |
|
|
2021
Q2 | $121K | Sell |
1,556
-1,410
| -48% | -$110K | 0.01% | 248 |
|
|
2021
Q1 | $218K | Sell |
2,966
-883
| -23% | -$64.9K | 0.03% | 181 |
|
|
2020
Q4 | $300K | Buy |
+3,849
| New | +$300K | 0.04% | 147 |
|
|
2018
Q1 | – | Sell |
-4,307
| Closed | -$231K | – | 171 |
|
|
2017
Q4 | $231K | Sell |
4,307
-163
| -4% | -$8.74K | 0.04% | 155 |
|
|
2017
Q3 | $273K | Sell |
4,470
-2,669
| -37% | -$163K | 0.05% | 139 |
|
|
2017
Q2 | $437K | Hold |
7,139
| – | – | 0.11% | 75 |
|
|
2017
Q1 | $433K | Hold |
7,139
| – | – | 0.12% | 68 |
|
|
2016
Q4 | $401K | Buy |
+7,139
| New | +$401K | 0.12% | 71 |
|
|
2016
Q3 | – | Sell |
-6,327
| Closed | -$348K | – | 149 |
|
|
2016
Q2 | $348K | Hold |
6,327
| – | – | 0.11% | 70 |
|
|
2016
Q1 | $319K | Buy |
+6,327
| New | +$319K | 0.11% | 77 |
|