GeoWealth 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 | $766K | Sell |
9,672
-32,281
| -77% | -$2.56M | 0.03% | 309 |
|
|
2025
Q1 | $3.77M | Sell |
41,953
-9,207
| -18% | -$826K | 0.15% | 90 |
|
|
2024
Q4 | $5.09M | Buy |
51,160
+15,354
| +43% | +$1.53M | 0.17% | 99 |
|
|
2024
Q3 | $4.07M | Sell |
35,806
-2,442
| -6% | -$277K | 0.14% | 117 |
|
|
2024
Q2 | $4.74M | Buy |
38,248
+5,732
| +18% | +$710K | 0.21% | 76 |
|
|
2024
Q1 | $4.29M | Buy |
32,516
+14,705
| +83% | +$1.94M | 0.17% | 105 |
|
|
2023
Q4 | $1.94M | Buy |
17,811
+15,616
| +711% | +$1.7M | 0.16% | 121 |
|
|
2023
Q3 | $226K | Buy |
2,195
+676
| +45% | +$69.6K | 0.03% | 273 |
|
|
2023
Q2 | $176K | Buy |
1,519
+30
| +2% | +$3.48K | 0.02% | 253 |
|
|
2023
Q1 | $159K | Sell |
1,489
-108
| -7% | -$11.5K | 0.02% | 220 |
|
|
2022
Q4 | $177K | Sell |
1,597
-38
| -2% | -$4.21K | 0.02% | 257 |
|
|
2022
Q3 | $142K | Buy |
1,635
+899
| +122% | +$78.1K | 0.02% | 258 |
|
|
2022
Q2 | $67K | Sell |
736
-120
| -14% | -$10.9K | 0.01% | 271 |
|
|
2022
Q1 | $70K | Buy |
856
+156
| +22% | +$12.8K | 0.01% | 331 |
|
|
2021
Q4 | $52K | Buy |
+700
| New | +$52K | ﹤0.01% | 320 |
|