Johnson & White 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 | $778K | Sell |
9,827
-7
| -0.1% | -$554 | 0.39% | 51 |
|
2025
Q1 | $883K | Buy |
9,834
+157
| +2% | +$14.1K | 0.5% | 47 |
|
2024
Q4 | $960K | Buy |
9,677
+637
| +7% | +$63.2K | 0.58% | 40 |
|
2024
Q3 | $1.03M | Buy |
9,040
+396
| +5% | +$45K | 0.88% | 25 |
|
2024
Q2 | $1.07M | Buy |
8,644
+532
| +7% | +$65.9K | 1.02% | 24 |
|
2024
Q1 | $1.07M | Buy |
8,112
+280
| +4% | +$36.9K | 0.78% | 34 |
|
2023
Q4 | $854K | Buy |
7,832
+136
| +2% | +$14.8K | 0.71% | 35 |
|
2023
Q3 | $792K | Buy |
7,696
+26
| +0.3% | +$2.68K | 0.72% | 36 |
|
2023
Q2 | $885K | Sell |
7,670
-42
| -0.5% | -$4.85K | 1.21% | 20 |
|
2023
Q1 | $821K | Sell |
7,712
-4,203
| -35% | -$447K | 0.73% | 33 |
|
2022
Q4 | $611K | Buy |
11,915
+3,580
| +43% | +$184K | 0.62% | 45 |
|
2022
Q3 | $718K | Buy |
+8,335
| New | +$718K | 0.81% | 33 |
|