Institute for 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 | $738K | Sell |
9,318
-77
| -0.8% | -$6.1K | 0.08% | 242 |
|
|
2025
Q1 | $843K | Sell |
9,395
-72
| -0.8% | -$6.46K | 0.11% | 211 |
|
|
2024
Q4 | $942K | Sell |
9,467
-59
| -0.6% | -$5.87K | 0.12% | 182 |
|
|
2024
Q3 | $1.08M | Sell |
9,526
-76
| -0.8% | -$8.63K | 0.14% | 163 |
|
|
2024
Q2 | $1.19M | Buy |
9,602
+1,227
| +15% | +$152K | 0.16% | 141 |
|
|
2024
Q1 | $1.11M | Sell |
8,375
-35
| -0.4% | -$4.62K | 0.14% | 152 |
|
|
2023
Q4 | $917K | Sell |
8,410
-103
| -1% | -$11.2K | 0.15% | 163 |
|
|
2023
Q3 | $876K | Hold |
8,513
| – | – | 0.16% | 158 |
|
|
2023
Q2 | $982K | Sell |
8,513
-30
| -0.4% | -$3.46K | 0.17% | 146 |
|
|
2023
Q1 | $909K | Sell |
8,543
-197
| -2% | -$21K | 0.17% | 147 |
|
|
2022
Q4 | $970K | Sell |
8,740
-635
| -7% | -$70.5K | 0.2% | 135 |
|
|
2022
Q3 | $807K | Sell |
9,375
-1,000
| -10% | -$86.1K | 0.18% | 152 |
|
|
2022
Q2 | $946K | Buy |
10,375
+991
| +11% | +$90.4K | 0.19% | 138 |
|
|
2022
Q1 | $770K | Buy |
9,384
+1
| +0% | +$82 | 0.12% | 199 |
|
|
2021
Q4 | $719K | Buy |
9,383
+139
| +2% | +$10.7K | 0.12% | 209 |
|
|
2021
Q3 | $694K | Sell |
9,244
-250
| -3% | -$18.8K | 0.12% | 207 |
|
|
2021
Q2 | $738K | Sell |
9,494
-465
| -5% | -$36.1K | 0.13% | 193 |
|
|
2021
Q1 | $733K | Sell |
9,959
-110
| -1% | -$8.1K | 0.14% | 188 |
|
|
2020
Q4 | $786K | Buy |
10,069
+827
| +9% | +$64.6K | 0.16% | 168 |
|
|
2020
Q3 | $732K | Buy |
9,242
+329
| +4% | +$26.1K | 0.17% | 155 |
|
|
2020
Q2 | $658K | Buy |
8,913
+323
| +4% | +$23.8K | 0.16% | 178 |
|
|
2020
Q1 | $631K | Buy |
8,590
+427
| +5% | +$31.4K | 0.19% | 141 |
|
|
2019
Q4 | $708K | Sell |
8,163
-20
| -0.2% | -$1.74K | 0.16% | 190 |
|
|
2019
Q3 | $657K | Sell |
8,183
-2,529
| -24% | -$203K | 0.17% | 185 |
|
|
2019
Q2 | $857K | Sell |
10,712
-1,125
| -10% | -$90K | 0.19% | 157 |
|
|
2019
Q1 | $939K | Sell |
11,837
-36
| -0.3% | -$2.86K | 0.2% | 136 |
|
|
2018
Q4 | $866K | Buy |
11,873
+257
| +2% | +$18.7K | 0.36% | 85 |
|
|
2018
Q3 | $778K | Buy |
11,616
+795
| +7% | +$53.2K | 0.26% | 122 |
|
|
2018
Q2 | $623K | Buy |
10,821
+399
| +4% | +$23K | 0.2% | 146 |
|
|
2018
Q1 | $585K | Sell |
10,422
-2,114
| -17% | -$119K | 0.17% | 176 |
|
|
2017
Q4 | $676K | Buy |
12,536
+114
| +0.9% | +$6.15K | 0.16% | 186 |
|
|
2017
Q3 | $760K | Buy |
12,422
+597
| +5% | +$36.5K | 0.25% | 144 |
|
|
2017
Q2 | $723K | Buy |
+11,825
| New | +$723K | 0.2% | 166 |
|