Golden State Equity Partners’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Sell
26,968
-13,135
-33% -$1.04M 0.4% 54
2025
Q1
$3.6M Buy
40,103
+121
+0.3% +$10.9K 0.71% 25
2024
Q4
$3.98M Buy
39,982
+39,242
+5,303% +$3.9M 0.76% 20
2024
Q3
$84K Sell
740
-27,597
-97% -$3.13M 0.04% 304
2024
Q2
$3.51M Buy
+28,337
New +$3.51M 0.73% 21
2023
Q4
$3.14M Sell
28,831
-68
-0.2% -$7.41K 0.76% 26
2023
Q3
$2.98M Sell
28,899
-134
-0.5% -$13.8K 0.83% 25
2023
Q2
$3.35M Buy
29,033
+6,538
+29% +$754K 0.94% 20
2023
Q1
$2.39M Buy
+22,495
New +$2.39M 1.3% 17
2022
Q1
$1.82M Sell
22,236
-7,660
-26% -$628K 0.92% 30
2021
Q4
$2.29M Buy
29,896
+10,876
+57% +$833K 1.16% 27
2021
Q3
$1.43M Sell
19,020
-1,334
-7% -$100K 0.58% 38
2021
Q2
$1.58M Sell
20,354
-2,608
-11% -$203K 0.61% 36
2021
Q1
$1.69M Buy
22,962
+3,169
+16% +$233K 0.96% 29
2020
Q4
$1.54M Buy
+19,793
New +$1.54M 1.06% 25