KWB Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
2,649
+15
| +0.6% | +$1.35K | 0.03% | 147 |
|
|
2025
Q1 | $262K | Buy |
2,634
+14
| +0.5% | +$1.39K | 0.03% | 132 |
|
|
2024
Q4 | $298K | Buy |
2,620
+11
| +0.4% | +$1.25K | 0.04% | 122 |
|
|
2024
Q3 | $323K | Buy |
2,609
+11
| +0.4% | +$1.36K | 0.04% | 100 |
|
|
2024
Q2 | $343K | Hold |
2,598
| – | – | 0.05% | 98 |
|
|
2024
Q1 | $343K | Buy |
2,598
+11
| +0.4% | +$1.45K | 0.05% | 99 |
|
|
2023
Q4 | $282K | Buy |
2,587
+21
| +0.8% | +$2.29K | 0.04% | 113 |
|
|
2023
Q3 | $296K | Hold |
2,566
| – | – | 0.05% | 100 |
|
|
2023
Q2 | $296K | Buy |
2,566
+20
| +0.8% | +$2.31K | 0.05% | 105 |
|
|
2023
Q1 | $283K | Buy |
+2,546
| New | +$283K | 0.05% | 102 |
|
|
2022
Q4 | – | Sell |
-2,534
| Closed | -$218K | – | 118 |
|
|
2022
Q3 | $218K | Buy |
2,534
+11
| +0.4% | +$946 | 0.04% | 98 |
|
|
2022
Q2 | $230K | Buy |
+2,523
| New | +$230K | 0.04% | 94 |
|
|
2021
Q1 | – | Sell |
-2,594
| Closed | -$202K | – | 88 |
|
|
2020
Q4 | $202K | Buy |
+2,594
| New | +$202K | 0.04% | 77 |
|