Jeppson 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 | $1.66M | Sell |
20,936
-2,177
| -9% | -$172K | 0.57% | 45 |
|
|
2025
Q1 | $2.07M | Sell |
23,113
-123
| -0.5% | -$11K | 0.76% | 34 |
|
|
2024
Q4 | $2.31M | Sell |
23,236
-480
| -2% | -$47.8K | 0.84% | 27 |
|
|
2024
Q3 | $2.69M | Sell |
23,716
-54
| -0.2% | -$6.13K | 0.96% | 18 |
|
|
2024
Q2 | $2.94M | Sell |
23,770
-85
| -0.4% | -$10.5K | 1.12% | 17 |
|
|
2024
Q1 | $3.15M | Sell |
23,855
-177
| -0.7% | -$23.4K | 1.22% | 15 |
|
|
2023
Q4 | $2.62M | Sell |
24,032
-16
| -0.1% | -$1.74K | 1.08% | 18 |
|
|
2023
Q3 | $2.48M | Sell |
24,048
-97
| -0.4% | -$9.99K | 1.13% | 19 |
|
|
2023
Q2 | $2.79M | Sell |
24,145
-279
| -1% | -$32.2K | 1.21% | 15 |
|
|
2023
Q1 | $2.6M | Sell |
24,424
-237
| -1% | -$25.2K | 1.13% | 19 |
|
|
2022
Q4 | $2.74M | Sell |
24,661
-168
| -0.7% | -$18.6K | 1.15% | 16 |
|
|
2022
Q3 | $2.14M | Sell |
24,829
-18
| -0.1% | -$1.55K | 0.97% | 20 |
|
|
2022
Q2 | $2.27M | Buy |
24,847
+1,764
| +8% | +$161K | 0.97% | 21 |
|
|
2022
Q1 | $1.89M | Buy |
23,083
+65
| +0.3% | +$5.33K | 0.88% | 26 |
|
|
2021
Q4 | $1.76M | Buy |
23,018
+2,026
| +10% | +$155K | 0.85% | 22 |
|
|
2021
Q3 | $1.58M | Buy |
20,992
+176
| +0.8% | +$13.2K | 0.82% | 24 |
|
|
2021
Q2 | $1.62M | Buy |
20,816
+1,215
| +6% | +$94.4K | 0.88% | 24 |
|
|
2021
Q1 | $1.44M | Buy |
19,601
+4,816
| +33% | +$354K | 0.86% | 24 |
|
|
2020
Q4 | $1.15M | Buy |
14,785
+1,563
| +12% | +$122K | 0.77% | 27 |
|
|
2020
Q3 | $1.05M | Buy |
+13,222
| New | +$1.05M | 0.82% | 25 |
|