Kapstone Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
9,502
+459
| +5% | +$36.3K | 0.38% | 39 |
|
|
2025
Q1 | $812K | Sell |
9,043
-420
| -4% | -$37.7K | 0.46% | 36 |
|
|
2024
Q4 | $930K | Sell |
9,463
-433
| -4% | -$42.6K | 0.5% | 35 |
|
|
2024
Q3 | $1.13M | Hold |
9,896
| – | – | 0.68% | 29 |
|
|
2024
Q2 | $1.23M | Buy |
9,896
+257
| +3% | +$31.8K | 0.8% | 28 |
|
|
2024
Q1 | $1.27M | Sell |
9,639
-29
| -0.3% | -$3.83K | 0.87% | 25 |
|
|
2023
Q4 | $1.16M | Buy |
9,668
+341
| +4% | +$41K | 0.91% | 24 |
|
|
2023
Q3 | $960K | Hold |
9,327
| – | – | 0.86% | 26 |
|
|
2023
Q2 | $982K | Buy |
9,327
+64
| +0.7% | +$6.74K | 0.81% | 26 |
|
|
2023
Q1 | $1.07M | Hold |
9,263
| – | – | 0.97% | 22 |
|
|
2022
Q4 | $958K | Buy |
+9,263
| New | +$958K | 0.87% | 25 |
|