Heritage Financial Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
9,498
+4,623
| +95% | +$366K | 0.07% | 50 |
|
|
2025
Q1 | $438K | Buy |
4,875
+67
| +1% | +$6.01K | 0.04% | 76 |
|
|
2024
Q4 | $478K | Sell |
4,808
-1,905
| -28% | -$190K | 0.06% | 71 |
|
|
2024
Q3 | $762K | Sell |
6,713
-17
| -0.3% | -$1.93K | 0.1% | 46 |
|
|
2024
Q2 | $833K | Buy |
6,730
+2,949
| +78% | +$365K | 0.12% | 42 |
|
|
2024
Q1 | $499K | Sell |
3,781
-81
| -2% | -$10.7K | 0.07% | 64 |
|
|
2023
Q4 | $421K | Buy |
3,862
+150
| +4% | +$16.4K | 0.07% | 67 |
|
|
2023
Q3 | $382K | Buy |
3,712
+380
| +11% | +$39.1K | 0.07% | 56 |
|
|
2023
Q2 | $384K | Buy |
3,332
+50
| +2% | +$5.77K | 0.08% | 56 |
|
|
2023
Q1 | $349K | Sell |
3,282
-204
| -6% | -$21.7K | 0.08% | 56 |
|
|
2022
Q4 | $387K | Buy |
+3,486
| New | +$387K | 0.1% | 55 |
|
|
2022
Q3 | – | Sell |
-1,829
| Closed | -$166K | – | 316 |
|
|
2022
Q2 | $166K | Buy |
+1,829
| New | +$166K | 0.09% | 78 |
|