Icon 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 | $2.9M | Sell |
36,664
-8,873
| -19% | -$702K | 0.21% | 83 |
|
|
2025
Q1 | $4.09M | Sell |
45,537
-2,557
| -5% | -$230K | 0.34% | 61 |
|
|
2024
Q4 | $4.78M | Buy |
48,094
+20
| +0% | +$1.99K | 0.39% | 51 |
|
|
2024
Q3 | $5.46M | Buy |
48,074
+3,970
| +9% | +$451K | 0.45% | 45 |
|
|
2024
Q2 | $4.99M | Buy |
44,104
+4,882
| +12% | +$552K | 0.44% | 46 |
|
|
2024
Q1 | $5.18M | Sell |
39,222
-2,524
| -6% | -$333K | 0.48% | 40 |
|
|
2023
Q4 | $4.55M | Buy |
+41,746
| New | +$4.55M | 0.47% | 42 |
|
|
2022
Q4 | $8.25M | Sell |
74,320
-382
| -0.5% | -$42.4K | 0.95% | 19 |
|
|
2022
Q3 | $6.43M | Buy |
+74,702
| New | +$6.43M | 0.78% | 22 |
|