Holistic Financial Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $576K | Sell |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $495K | Sell |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $463K | Buy |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $435K | Buy |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $419K | Buy |
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|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $363K | Buy |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $356K | Sell |
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|
2019
Q2 | $417K | Sell |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $384K | Sell |
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|
2018
Q3 | $381K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $302K | Buy |
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|
2017
Q4 | $292K | Buy |
|