Heartwood Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
10,320
+560
| +6% | +$44.3K | 0.09% | 93 |
|
|
2025
Q1 | $876K | Buy |
+9,760
| New | +$876K | 0.1% | 79 |
|
|
2023
Q3 | – | Sell |
-6,351
| Closed | -$733K | – | 140 |
|
|
2023
Q2 | $733K | Buy |
6,351
+859
| +16% | +$99.1K | 0.1% | 67 |
|
|
2023
Q1 | $584K | Sell |
5,492
-5,229
| -49% | -$556K | 0.09% | 75 |
|
|
2022
Q4 | $1.19M | Sell |
10,721
-1,805
| -14% | -$200K | 0.19% | 42 |
|
|
2022
Q3 | $1.08M | Buy |
12,526
+1,407
| +13% | +$121K | 0.19% | 42 |
|
|
2022
Q2 | $1.01M | Buy |
11,119
+825
| +8% | +$75.2K | 0.17% | 43 |
|
|
2022
Q1 | $845K | Buy |
10,294
+1,140
| +12% | +$93.6K | 0.13% | 49 |
|
|
2021
Q4 | $702K | Buy |
9,154
+443
| +5% | +$34K | 0.11% | 52 |
|
|
2021
Q3 | $654K | Buy |
8,711
+267
| +3% | +$20K | 0.1% | 51 |
|
|
2021
Q2 | $657K | Buy |
8,444
+3,066
| +57% | +$239K | 0.1% | 52 |
|
|
2021
Q1 | $396K | Buy |
5,378
+666
| +14% | +$49K | 0.06% | 62 |
|
|
2020
Q4 | $368K | Hold |
4,712
| – | – | 0.06% | 61 |
|
|
2020
Q3 | $373K | Hold |
4,712
| – | – | 0.07% | 56 |
|
|
2020
Q2 | $348K | Hold |
4,712
| – | – | 0.07% | 55 |
|
|
2020
Q1 | $346K | Sell |
4,712
-105
| -2% | -$7.71K | 0.08% | 50 |
|
|
2019
Q4 | $418K | Buy |
+4,817
| New | +$418K | 0.08% | 57 |
|