Heron Bay Capital Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,201
| Closed | -$287K | – | 132 |
|
|
2025
Q1 | $287K | Buy |
3,201
+1,147
| +56% | +$103K | 0.06% | 75 |
|
|
2024
Q4 | $204K | Sell |
2,054
-68
| -3% | -$6.77K | 0.04% | 83 |
|
|
2024
Q3 | $241K | Buy |
+2,122
| New | +$241K | 0.05% | 75 |
|
|
2021
Q2 | – | Sell |
-15,628
| Closed | -$1.15M | – | 77 |
|
|
2021
Q1 | $1.15M | Sell |
15,628
-7,189
| -32% | -$529K | 0.68% | 48 |
|
|
2020
Q4 | $1.78M | Buy |
+22,817
| New | +$1.78M | 1.16% | 34 |
|