Independent Solutions 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 | $1.44M | Buy |
18,240
+1,168
| +7% | +$92.5K | 0.28% | 98 |
|
|
2025
Q1 | $1.53M | Buy |
17,072
+896
| +6% | +$80.4K | 0.34% | 91 |
|
|
2024
Q4 | $1.61M | Sell |
16,176
-13,839
| -46% | -$1.38M | 0.35% | 89 |
|
|
2024
Q3 | $3.41M | Buy |
30,015
+279
| +0.9% | +$31.7K | 0.77% | 38 |
|
|
2024
Q2 | $3.68M | Sell |
29,736
-303
| -1% | -$37.5K | 0.84% | 35 |
|
|
2024
Q1 | $3.96M | Buy |
30,039
+25
| +0.1% | +$3.3K | 0.94% | 28 |
|
|
2023
Q4 | $3.27M | Buy |
30,014
+1,593
| +6% | +$174K | 0.84% | 36 |
|
|
2023
Q3 | $2.93M | Buy |
28,421
+1,668
| +6% | +$172K | 0.76% | 32 |
|
|
2023
Q2 | $3.09M | Buy |
26,753
+1,363
| +5% | +$157K | 0.78% | 30 |
|
|
2023
Q1 | $2.7M | Buy |
25,390
+1,473
| +6% | +$157K | 0.8% | 33 |
|
|
2022
Q4 | $2.65M | Buy |
23,917
+978
| +4% | +$109K | 0.81% | 32 |
|
|
2022
Q3 | $1.98M | Buy |
22,939
+1,561
| +7% | +$134K | 0.65% | 41 |
|
|
2022
Q2 | $1.95M | Buy |
21,378
+6,265
| +41% | +$571K | 0.61% | 41 |
|
|
2022
Q1 | $1.24M | Buy |
15,113
+3,693
| +32% | +$303K | 0.29% | 82 |
|
|
2021
Q4 | $875K | Buy |
11,420
+995
| +10% | +$76.3K | 0.21% | 97 |
|
|
2021
Q3 | $783K | Buy |
10,425
+1,675
| +19% | +$126K | 0.19% | 103 |
|
|
2021
Q2 | $680K | Buy |
8,750
+4,997
| +133% | +$389K | 0.17% | 115 |
|
|
2021
Q1 | $276K | Sell |
3,753
-261
| -7% | -$19.2K | 0.08% | 157 |
|
|
2020
Q4 | $313K | Sell |
4,014
-2,824
| -41% | -$220K | 0.1% | 139 |
|
|
2020
Q3 | $541K | Buy |
6,838
+213
| +3% | +$16.9K | 0.21% | 91 |
|
|
2020
Q2 | $489K | Buy |
6,625
+2,903
| +78% | +$214K | 0.21% | 91 |
|
|
2020
Q1 | $273K | Buy |
3,722
+71
| +2% | +$5.21K | 0.15% | 104 |
|
|
2019
Q4 | $317K | Buy |
+3,651
| New | +$317K | 0.14% | 122 |
|