Heartwood Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $939K | Buy |
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|
2025
Q2 | $817K | Buy |
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|
2025
Q1 | $876K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $733K | Buy |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $845K | Buy |
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|
2021
Q4 | $702K | Buy |
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|
2021
Q3 | $654K | Buy |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $368K | Hold |
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|
2020
Q3 | $373K | Hold |
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|
2020
Q2 | $348K | Hold |
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|
2020
Q1 | $346K | Sell |
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|
2019
Q4 | $418K | Buy |
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