HHM 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 | $505K | Buy |
6,378
+63
| +1% | +$4.99K | 0.06% | 115 |
|
|
2025
Q1 | $567K | Sell |
6,315
-133
| -2% | -$11.9K | 0.08% | 97 |
|
|
2024
Q4 | $641K | Buy |
6,448
+2,226
| +53% | +$221K | 0.09% | 92 |
|
|
2024
Q3 | $479K | Buy |
4,222
+14
| +0.3% | +$1.59K | 0.07% | 96 |
|
|
2024
Q2 | $521K | Sell |
4,208
-110
| -3% | -$13.6K | 0.08% | 93 |
|
|
2024
Q1 | $570K | Sell |
4,318
-3,730
| -46% | -$492K | 0.09% | 73 |
|
|
2023
Q4 | $877K | Buy |
8,048
+65
| +0.8% | +$7.09K | 0.15% | 54 |
|
|
2023
Q3 | $822K | Sell |
7,983
-331
| -4% | -$34.1K | 0.16% | 53 |
|
|
2023
Q2 | $959K | Sell |
8,314
-20
| -0.2% | -$2.31K | 0.18% | 45 |
|
|
2023
Q1 | $887K | Sell |
8,334
-135
| -2% | -$14.4K | 0.18% | 42 |
|
|
2022
Q4 | $940K | Sell |
8,469
-54
| -0.6% | -$5.99K | 0.21% | 37 |
|
|
2022
Q3 | $734K | Sell |
8,523
-1,491
| -15% | -$128K | 0.19% | 38 |
|
|
2022
Q2 | $913K | Buy |
10,014
+339
| +4% | +$30.9K | 0.23% | 37 |
|
|
2022
Q1 | $794K | Sell |
9,675
-20
| -0.2% | -$1.64K | 0.19% | 45 |
|
|
2021
Q4 | $743K | Sell |
9,695
-56
| -0.6% | -$4.29K | 0.18% | 48 |
|
|
2021
Q3 | $732K | Sell |
9,751
-89
| -0.9% | -$6.68K | 0.2% | 47 |
|
|
2021
Q2 | $765K | Sell |
9,840
-415
| -4% | -$32.3K | 0.21% | 46 |
|
|
2021
Q1 | $754K | Buy |
10,255
+27
| +0.3% | +$1.99K | 0.23% | 38 |
|
|
2020
Q4 | $798K | Hold |
10,228
| – | – | 0.27% | 30 |
|
|
2020
Q3 | $810K | Buy |
10,228
+948
| +10% | +$75.1K | 0.32% | 28 |
|
|
2020
Q2 | $685K | Buy |
9,280
+27
| +0.3% | +$1.99K | 0.29% | 32 |
|
|
2020
Q1 | $679K | Buy |
9,253
+67
| +0.7% | +$4.92K | 0.33% | 30 |
|
|
2019
Q4 | $815K | Sell |
9,186
-2,599
| -22% | -$231K | 0.39% | 28 |
|
|
2019
Q3 | $947K | Buy |
+11,785
| New | +$947K | 0.54% | 22 |
|