Hohimer Wealth 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 | $3.75M | Sell |
47,409
-2,195
| -4% | -$174K | 0.67% | 51 |
|
2025
Q1 | $4.45M | Buy |
49,604
+41,923
| +546% | +$3.76M | 0.87% | 33 |
|
2024
Q4 | $764K | Buy |
7,681
+4,895
| +176% | +$487K | 0.14% | 127 |
|
2024
Q3 | $316K | Hold |
2,786
| – | – | 0.07% | 164 |
|
2024
Q2 | $345K | Sell |
2,786
-58
| -2% | -$7.18K | 0.08% | 175 |
|
2024
Q1 | $375K | Buy |
+2,844
| New | +$375K | 0.09% | 177 |
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$208K | – | 195 |
|
2023
Q2 | $208K | Sell |
1,800
-298
| -14% | -$34.4K | 0.06% | 179 |
|
2023
Q1 | $223K | Hold |
2,098
| – | – | 0.06% | 174 |
|
2022
Q4 | $233K | Buy |
+2,098
| New | +$233K | 0.07% | 147 |
|
2021
Q3 | – | Sell |
-2,672
| Closed | -$208K | – | 195 |
|
2021
Q2 | $208K | Sell |
2,672
-499
| -16% | -$38.8K | 0.04% | 173 |
|
2021
Q1 | $233K | Sell |
3,171
-16,236
| -84% | -$1.19M | 0.06% | 160 |
|
2020
Q4 | $1.52M | Hold |
19,407
| – | – | 0.4% | 81 |
|
2020
Q3 | $1.46M | Sell |
19,407
-5
| -0% | -$375 | 0.42% | 82 |
|
2020
Q2 | $1.43M | Sell |
19,412
-61
| -0.3% | -$4.5K | 0.49% | 75 |
|
2020
Q1 | $1.56M | Sell |
19,473
-5
| -0% | -$401 | 0.66% | 61 |
|
2019
Q4 | $1.69M | Buy |
+19,478
| New | +$1.69M | 0.59% | 74 |
|