GoalVest 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 | $1.2M | Buy |
15,141
+854
| +6% | +$67.6K | 0.3% | 65 |
|
|
2025
Q1 | $1.28M | Buy |
14,287
+4,256
| +42% | +$382K | 0.35% | 60 |
|
|
2024
Q4 | $998K | Sell |
10,031
-714
| -7% | -$71K | 0.27% | 62 |
|
|
2024
Q3 | $1.22M | Buy |
10,745
+677
| +7% | +$76.9K | 0.35% | 51 |
|
|
2024
Q2 | $1.25M | Sell |
10,068
-1,591
| -14% | -$197K | 0.4% | 43 |
|
|
2024
Q1 | $1.54M | Buy |
11,659
+590
| +5% | +$77.9K | 0.51% | 27 |
|
|
2023
Q4 | $1.21M | Buy |
11,069
+323
| +3% | +$35.2K | 0.53% | 25 |
|
|
2023
Q3 | $1.11M | Buy |
10,746
+838
| +8% | +$86.3K | 0.55% | 26 |
|
|
2023
Q2 | $1.14M | Sell |
9,908
-9,830
| -50% | -$1.13M | 0.59% | 19 |
|
|
2023
Q1 | $2.1M | Sell |
19,738
-6,779
| -26% | -$721K | 1.23% | 11 |
|
|
2022
Q4 | $2.94M | Sell |
26,517
-5,044
| -16% | -$560K | 1.9% | 9 |
|
|
2022
Q3 | $2.72M | Buy |
31,561
+16,141
| +105% | +$1.39M | 1.91% | 14 |
|
|
2022
Q2 | $1.43M | Buy |
15,420
+4,953
| +47% | +$459K | 0.91% | 28 |
|
|
2022
Q1 | $859K | Buy |
+10,467
| New | +$859K | 0.48% | 60 |
|
|
2021
Q2 | $1.57M | Buy |
20,179
+1,516
| +8% | +$118K | 0.97% | 25 |
|
|
2021
Q1 | $1.37M | Buy |
18,663
+2,125
| +13% | +$156K | 1.02% | 27 |
|
|
2020
Q4 | $1.29M | Buy |
+16,538
| New | +$1.29M | 1.09% | 26 |
|