Kellett Wealth 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 | $227K | Buy |
2,871
+381
| +15% | +$30.2K | 0.15% | 63 |
|
|
2025
Q1 | $224K | Hold |
2,490
| – | – | 0.15% | 64 |
|
|
2024
Q4 | $248K | Sell |
2,490
-212
| -8% | -$21.1K | 0.17% | 56 |
|
|
2024
Q3 | $307K | Buy |
2,702
+1
| +0% | +$114 | 0.22% | 55 |
|
|
2024
Q2 | $334K | Buy |
2,701
+1
| +0% | +$124 | 0.27% | 43 |
|
|
2024
Q1 | $356K | Buy |
2,700
+2
| +0.1% | +$264 | 0.25% | 52 |
|
|
2023
Q4 | $294K | Buy |
2,698
+1
| +0% | +$109 | 0.22% | 60 |
|
|
2023
Q3 | $278K | Buy |
2,697
+1
| +0% | +$103 | 0.24% | 49 |
|
|
2023
Q2 | $311K | Buy |
+2,696
| New | +$311K | 0.28% | 37 |
|