HealthInvest 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 | $11M | Buy |
139,172
+11,493
| +9% | +$910K | 4.72% | 5 |
|
2025
Q1 | $11.5M | Buy |
127,679
+21,952
| +21% | +$1.97M | 5.06% | 5 |
|
2024
Q4 | $10.4M | Sell |
105,727
-48,972
| -32% | -$4.82M | 4.93% | 6 |
|
2024
Q3 | $17.6M | Buy |
154,699
+41,965
| +37% | +$4.77M | 8.26% | 3 |
|
2024
Q2 | $14M | Sell |
112,734
-21,007
| -16% | -$2.6M | 8.51% | 3 |
|
2024
Q1 | $17.6M | Buy |
133,741
+68,066
| +104% | +$8.98M | 10.74% | 1 |
|
2023
Q4 | $7.16M | Buy |
+65,675
| New | +$7.16M | 5.6% | 5 |
|
2022
Q4 | $123K | Buy |
+1,110
| New | +$123K | 0.24% | 13 |
|
2017
Q1 | – | Sell |
-142,633
| Closed | -$8.01M | – | 14 |
|
2016
Q4 | $8.01M | Sell |
142,633
-22,008
| -13% | -$1.24M | 7.38% | 9 |
|
2016
Q3 | $9.81M | Sell |
164,641
-70,216
| -30% | -$4.18M | 7.3% | 7 |
|
2016
Q2 | $12.9M | Sell |
234,857
-28,610
| -11% | -$1.57M | 5.92% | 6 |
|
2016
Q1 | $13.3M | Buy |
+263,467
| New | +$13.3M | 6.23% | 10 |
|