Instrumental Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
3,206
+141
| +5% | +$11.5K | 0.21% | 48 |
|
|
2025
Q1 | $254K | Sell |
3,065
-340
| -10% | -$28.1K | 0.23% | 47 |
|
|
2024
Q4 | $305K | Sell |
3,405
-233
| -6% | -$20.9K | 0.29% | 38 |
|
|
2024
Q3 | $399K | Sell |
3,638
-32
| -0.9% | -$3.51K | 0.39% | 27 |
|
|
2024
Q2 | $462K | Buy |
3,670
+56
| +2% | +$7.05K | 0.48% | 24 |
|
|
2024
Q1 | $456K | Buy |
3,614
+279
| +8% | +$35.2K | 0.2% | 26 |
|
|
2023
Q4 | $396K | Sell |
3,335
-73
| -2% | -$8.68K | 0.43% | 23 |
|
|
2023
Q3 | $355K | Buy |
3,408
+249
| +8% | +$25.9K | 0.41% | 21 |
|
|
2023
Q2 | $339K | Sell |
3,159
-14
| -0.4% | -$1.5K | 0.41% | 19 |
|
|
2023
Q1 | $375K | Buy |
+3,173
| New | +$375K | 0.5% | 17 |
|