Global Wealth Management Investment Advisory’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 |
-47,256
| Closed | -$4.24M | – | 147 |
|
|
2025
Q1 | $4.24M | Buy |
47,256
+2,199
| +5% | +$197K | 0.85% | 43 |
|
|
2024
Q4 | $4.48M | Buy |
45,057
+22,775
| +102% | +$2.27M | 0.92% | 33 |
|
|
2024
Q3 | $2.53M | Buy |
22,282
+1,925
| +9% | +$219K | 0.55% | 60 |
|
|
2024
Q2 | $2.52M | Buy |
20,357
+876
| +4% | +$108K | 0.59% | 57 |
|
|
2024
Q1 | $2.57M | Buy |
19,481
+18,901
| +3,259% | +$2.49M | 0.63% | 56 |
|
|
2023
Q4 | $63.2K | Hold |
580
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $59.7K | Hold |
580
| – | – | 0.02% | 183 |
|
|
2023
Q2 | $66.9K | Buy |
+580
| New | +$66.9K | 0.02% | 182 |
|
|
2022
Q3 | – | Sell |
-1,269
| Closed | -$116K | – | 344 |
|
|
2022
Q2 | $116K | Buy |
1,269
+49
| +4% | +$4.48K | 0.04% | 150 |
|
|
2022
Q1 | $100K | Hold |
1,220
| – | – | 0.03% | 159 |
|
|
2021
Q4 | $94K | Hold |
1,220
| – | – | 0.03% | 165 |
|
|
2021
Q3 | $92K | Buy |
1,220
+305
| +33% | +$23K | 0.03% | 172 |
|
|
2021
Q2 | $71K | Buy |
915
+412
| +82% | +$32K | 0.02% | 183 |
|
|
2021
Q1 | $37K | Sell |
503
-190
| -27% | -$14K | 0.01% | 209 |
|
|
2020
Q4 | $54K | Sell |
693
-12
| -2% | -$935 | 0.02% | 183 |
|
|
2020
Q3 | $56K | Sell |
705
-823
| -54% | -$65.4K | 0.02% | 171 |
|
|
2020
Q2 | $113K | Hold |
1,528
| – | – | 0.05% | 142 |
|
|
2020
Q1 | $112K | Buy |
1,528
+181
| +13% | +$13.3K | 0.06% | 127 |
|
|
2019
Q4 | $117K | Hold |
1,347
| – | – | 0.05% | 136 |
|
|
2019
Q3 | $108K | Hold |
1,347
| – | – | 0.05% | 129 |
|
|
2019
Q2 | $108K | Sell |
1,347
-86
| -6% | -$6.9K | 0.05% | 132 |
|
|
2019
Q1 | $114K | Buy |
1,433
+222
| +18% | +$17.7K | 0.06% | 150 |
|
|
2018
Q4 | $88K | Buy |
+1,211
| New | +$88K | 0.05% | 189 |
|