Golden State Wealth 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 | $514K | Sell |
6,487
-23
| -0.4% | -$1.82K | 0.06% | 228 |
|
|
2025
Q1 | $584K | Sell |
6,510
-450
| -6% | -$40.4K | 0.09% | 183 |
|
|
2024
Q4 | $692K | Buy |
+6,960
| New | +$692K | 0.1% | 158 |
|
|
2022
Q1 | $431K | Sell |
5,247
-5,163
| -50% | -$424K | 0.08% | 189 |
|
|
2021
Q4 | $798K | Buy |
10,410
+5,231
| +101% | +$401K | 0.14% | 155 |
|
|
2021
Q3 | $389K | Buy |
5,179
+61
| +1% | +$4.58K | 0.08% | 195 |
|
|
2021
Q2 | $398K | Sell |
5,118
-3
| -0.1% | -$233 | 0.09% | 191 |
|
|
2021
Q1 | $376K | Sell |
5,121
-5,512
| -52% | -$405K | 0.12% | 124 |
|
|
2020
Q4 | $830K | Buy |
10,633
+4,021
| +61% | +$314K | 0.24% | 82 |
|
|
2020
Q3 | $523K | Sell |
6,612
-5,191
| -44% | -$411K | 0.17% | 98 |
|
|
2020
Q2 | $871K | Buy |
11,803
+5,437
| +85% | +$401K | 0.28% | 59 |
|
|
2020
Q1 | $467K | Buy |
+6,366
| New | +$467K | 0.21% | 74 |
|
|
2019
Q4 | – | Sell |
-7,000
| Closed | -$562K | – | 596 |
|
|
2019
Q3 | $562K | Buy |
7,000
+590
| +9% | +$47.4K | 0.19% | 98 |
|
|
2019
Q2 | $512K | Buy |
6,410
+412
| +7% | +$32.9K | 0.16% | 116 |
|
|
2019
Q1 | $476K | Buy |
+5,998
| New | +$476K | 0.16% | 120 |
|