HB 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 | $15.6M | Sell |
196,775
-805
| -0.4% | -$63.7K | 0.12% | 91 |
|
|
2025
Q1 | $17.7M | Buy |
197,580
+43,404
| +28% | +$3.9M | 0.15% | 81 |
|
|
2024
Q4 | $15.3M | Buy |
154,176
+6,405
| +4% | +$637K | 0.16% | 70 |
|
|
2024
Q3 | $16.8M | Buy |
147,771
+3,942
| +3% | +$448K | 0.18% | 62 |
|
|
2024
Q2 | $17.8M | Buy |
143,829
+16,560
| +13% | +$2.05M | 0.21% | 53 |
|
|
2024
Q1 | $16.8M | Buy |
127,269
+8,912
| +8% | +$1.18M | 0.21% | 55 |
|
|
2023
Q4 | $12.9M | Buy |
118,357
+10,443
| +10% | +$1.14M | 0.19% | 64 |
|
|
2023
Q3 | $11.1M | Buy |
107,914
+6,117
| +6% | +$630K | 0.18% | 63 |
|
|
2023
Q2 | $11.7M | Buy |
101,797
+4,946
| +5% | +$571K | 0.19% | 62 |
|
|
2023
Q1 | $10.3M | Buy |
96,851
+3,562
| +4% | +$379K | 0.18% | 65 |
|
|
2022
Q4 | $10.4M | Buy |
93,289
+7,251
| +8% | +$805K | 0.19% | 62 |
|
|
2022
Q3 | $7.41M | Sell |
86,038
-3,893
| -4% | -$335K | 0.16% | 70 |
|
|
2022
Q2 | $8.2M | Buy |
89,931
+19,671
| +28% | +$1.79M | 0.17% | 62 |
|
|
2022
Q1 | $5.77M | Buy |
70,260
+21,269
| +43% | +$1.75M | 0.11% | 96 |
|
|
2021
Q4 | $3.76M | Buy |
+48,991
| New | +$3.76M | 0.08% | 101 |
|