Holistic Financial Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
2,575
-1,834
| -42% | -$145K | 0.09% | 121 |
|
|
2025
Q1 | $396K | Sell |
4,409
-187
| -4% | -$16.8K | 0.19% | 67 |
|
|
2024
Q4 | $457K | Buy |
4,596
+339
| +8% | +$33.7K | 0.23% | 56 |
|
|
2024
Q3 | $483K | Sell |
4,257
-37
| -0.9% | -$4.2K | 0.23% | 54 |
|
|
2024
Q2 | $532K | Sell |
4,294
-299
| -7% | -$37K | 0.27% | 44 |
|
|
2024
Q1 | $606K | Sell |
4,593
-441
| -9% | -$58.2K | 0.31% | 43 |
|
|
2023
Q4 | $549K | Sell |
5,034
-153
| -3% | -$16.7K | 0.33% | 41 |
|
|
2023
Q3 | $534K | Buy |
5,187
+198
| +4% | +$20.4K | 0.35% | 40 |
|
|
2023
Q2 | $576K | Sell |
4,989
-285
| -5% | -$32.9K | 0.4% | 37 |
|
|
2023
Q1 | $561K | Buy |
5,274
+249
| +5% | +$26.5K | 0.44% | 36 |
|
|
2022
Q4 | $558K | Sell |
5,025
-873
| -15% | -$96.9K | 0.5% | 30 |
|
|
2022
Q3 | $508K | Buy |
5,898
+630
| +12% | +$54.3K | 0.5% | 28 |
|
|
2022
Q2 | $480K | Sell |
5,268
-764
| -13% | -$69.6K | 0.45% | 37 |
|
|
2022
Q1 | $495K | Sell |
6,032
-234
| -4% | -$19.2K | 0.31% | 42 |
|
|
2021
Q4 | $480K | Buy |
6,266
+107
| +2% | +$8.2K | 0.28% | 49 |
|
|
2021
Q3 | $463K | Buy |
6,159
+520
| +9% | +$39.1K | 0.29% | 47 |
|
|
2021
Q2 | $439K | Sell |
5,639
-275
| -5% | -$21.4K | 0.26% | 57 |
|
|
2021
Q1 | $435K | Buy |
5,914
+359
| +6% | +$26.4K | 0.29% | 49 |
|
|
2020
Q4 | $434K | Buy |
5,555
+271
| +5% | +$21.2K | 0.3% | 47 |
|
|
2020
Q3 | $419K | Buy |
5,284
+547
| +12% | +$43.4K | 0.34% | 41 |
|
|
2020
Q2 | $350K | Sell |
4,737
-210
| -4% | -$15.5K | 0.3% | 38 |
|
|
2020
Q1 | $363K | Buy |
4,947
+71
| +1% | +$5.21K | 0.38% | 38 |
|
|
2019
Q4 | $423K | Buy |
4,876
+451
| +10% | +$39.1K | 0.25% | 50 |
|
|
2019
Q3 | $356K | Sell |
4,425
-790
| -15% | -$63.6K | 0.32% | 44 |
|
|
2019
Q2 | $417K | Sell |
5,215
-89
| -2% | -$7.12K | 0.42% | 33 |
|
|
2019
Q1 | $421K | Buy |
5,304
+34
| +0.6% | +$2.7K | 0.18% | 58 |
|
|
2018
Q4 | $384K | Sell |
5,270
-358
| -6% | -$26.1K | 0.4% | 33 |
|
|
2018
Q3 | $381K | Buy |
+5,628
| New | +$381K | 0.36% | 34 |
|
|
2018
Q2 | – | Sell |
-5,806
| Closed | -$302K | – | 250 |
|
|
2018
Q1 | $302K | Buy |
5,806
+376
| +7% | +$19.6K | 0.25% | 41 |
|
|
2017
Q4 | $292K | Buy |
+5,430
| New | +$292K | 0.24% | 43 |
|