Herold 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 | $2.5M | Sell |
31,566
-2,859
| -8% | -$226K | 0.52% | 54 |
|
|
2025
Q1 | $3.09M | Sell |
34,425
-1,822
| -5% | -$164K | 0.68% | 38 |
|
|
2024
Q4 | $3.61M | Sell |
36,247
-1,032
| -3% | -$103K | 0.79% | 30 |
|
|
2024
Q3 | $4.23M | Buy |
37,279
+70
| +0.2% | +$7.95K | 0.92% | 24 |
|
|
2024
Q2 | $4.61M | Buy |
37,209
+44
| +0.1% | +$5.45K | 1.07% | 20 |
|
|
2024
Q1 | $4.9M | Sell |
37,165
-627
| -2% | -$82.7K | 1.19% | 17 |
|
|
2023
Q4 | $4.12M | Buy |
37,792
+854
| +2% | +$93.1K | 1.14% | 15 |
|
|
2023
Q3 | $3.8M | Buy |
36,938
+576
| +2% | +$59.3K | 1.16% | 17 |
|
|
2023
Q2 | $4.2M | Buy |
36,362
+1,513
| +4% | +$175K | 1.28% | 13 |
|
|
2023
Q1 | $3.71M | Buy |
34,849
+3,585
| +11% | +$381K | 1.28% | 14 |
|
|
2022
Q4 | $3.47M | Buy |
31,264
+2,495
| +9% | +$277K | 1.47% | 14 |
|
|
2022
Q3 | $2.48M | Buy |
28,769
+3,944
| +16% | +$340K | 1.19% | 18 |
|
|
2022
Q2 | $2.26M | Buy |
24,825
+181
| +0.7% | +$16.5K | 1.01% | 28 |
|
|
2022
Q1 | $2.02M | Buy |
24,644
+3,549
| +17% | +$291K | 0.72% | 41 |
|
|
2021
Q4 | $1.62M | Buy |
21,095
+927
| +5% | +$71K | 0.63% | 53 |
|
|
2021
Q3 | $1.51M | Buy |
+20,168
| New | +$1.51M | 0.59% | 51 |
|