Guardian Wealth Advisors (North Carolina)’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Buy |
9,944
+876
| +10% | +$69.3K | 0.06% | 163 |
|
|
2025
Q1 | $814K | Sell |
9,068
-236
| -3% | -$21.2K | 0.07% | 145 |
|
|
2024
Q4 | $926K | Buy |
9,304
+1,052
| +13% | +$105K | 0.07% | 134 |
|
|
2024
Q3 | $937K | Sell |
8,252
-62
| -0.7% | -$7.04K | 0.1% | 107 |
|
|
2024
Q2 | $1.03M | Buy |
8,314
+111
| +1% | +$13.7K | 0.12% | 96 |
|
|
2024
Q1 | $1.08M | Buy |
8,203
+398
| +5% | +$52.5K | 0.13% | 93 |
|
|
2023
Q4 | $851K | Sell |
7,805
-364
| -4% | -$39.7K | 0.13% | 98 |
|
|
2023
Q3 | $847K | Buy |
8,169
+124
| +2% | +$12.9K | 0.14% | 89 |
|
|
2023
Q2 | $934K | Buy |
8,045
+523
| +7% | +$60.7K | 0.16% | 78 |
|
|
2023
Q1 | $806K | Buy |
7,522
+166
| +2% | +$17.8K | 0.14% | 84 |
|
|
2022
Q4 | $822K | Hold |
7,356
| – | – | 0.16% | 80 |
|
|
2022
Q3 | $639K | Sell |
7,356
-25
| -0.3% | -$2.17K | 0.12% | 91 |
|
|
2022
Q2 | $678K | Buy |
7,381
+2,704
| +58% | +$248K | 0.12% | 87 |
|
|
2022
Q1 | $387K | Sell |
4,677
-2,136
| -31% | -$177K | 0.17% | 105 |
|
|
2021
Q4 | $522K | Buy |
+6,813
| New | +$522K | 0.22% | 86 |
|