Jupiter 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 | $1.14M | Hold |
13,800
| – | – | 0.58% | 37 |
|
|
2025
Q1 | $1.07M | Sell |
13,800
-3,500
| -20% | -$270K | 0.65% | 36 |
|
|
2024
Q4 | $1.72M | Hold |
17,300
| – | – | 0.86% | 30 |
|
|
2024
Q3 | $1.96M | Sell |
17,300
-200
| -1% | -$22.7K | 1.01% | 27 |
|
|
2024
Q2 | $1.98M | Hold |
17,500
| – | – | 1.05% | 30 |
|
|
2024
Q1 | $2.27M | Hold |
17,500
| – | – | 1.2% | 25 |
|
|
2023
Q4 | $1.91M | Hold |
17,500
| – | – | 1.12% | 23 |
|
|
2023
Q3 | $1.77M | Hold |
17,500
| – | – | 1.15% | 23 |
|
|
2023
Q2 | $2.02M | Hold |
17,500
| – | – | 1.73% | 15 |
|
|
2023
Q1 | $1.86M | Hold |
17,500
| – | – | 1.71% | 20 |
|
|
2022
Q4 | $1.94M | Hold |
17,500
| – | – | 1.88% | 19 |
|
|
2022
Q3 | $1.51M | Hold |
17,500
| – | – | 1.51% | 23 |
|
|
2022
Q2 | $1.6M | Hold |
17,500
| – | – | 1.45% | 24 |
|
|
2022
Q1 | $1.44M | Hold |
17,500
| – | – | 0.9% | 30 |
|
|
2021
Q4 | $1.34M | Sell |
17,500
-3,500
| -17% | -$268K | 0.7% | 35 |
|
|
2021
Q3 | $1.76M | Sell |
21,000
-9,500
| -31% | -$798K | 0.83% | 32 |
|
|
2021
Q2 | $2.3M | Buy |
30,500
+14,675
| +93% | +$1.11M | 1.1% | 28 |
|
|
2021
Q1 | $1.11M | Buy |
15,825
+14,148
| +844% | +$994K | 0.56% | 41 |
|
|
2020
Q4 | $131K | Hold |
1,677
| – | – | 0.08% | 71 |
|
|
2020
Q3 | $133K | Sell |
1,677
-5,240
| -76% | -$416K | 0.09% | 66 |
|
|
2020
Q2 | $524K | Hold |
6,917
| – | – | 0.26% | 47 |
|
|
2020
Q1 | $513K | Hold |
6,917
| – | – | 0.3% | 45 |
|
|
2019
Q4 | $594K | Hold |
6,917
| – | – | 0.29% | 50 |
|
|
2019
Q3 | $556K | Hold |
6,917
| – | – | 0.3% | 48 |
|
|
2019
Q2 | $541K | Hold |
6,917
| – | – | 0.27% | 49 |
|
|
2019
Q1 | $483K | Buy |
+6,917
| New | +$483K | 0.23% | 47 |
|