Laidlaw 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
Q1 | – | Sell |
-4,112
| Closed | -$409K | – | 118 |
|
|
2024
Q4 | $409K | Sell |
4,112
-3,136
| -43% | -$312K | 0.18% | 125 |
|
|
2024
Q3 | $823K | Buy |
7,248
+867
| +14% | +$98.5K | 0.41% | 68 |
|
|
2024
Q2 | $790K | Buy |
6,381
+1,625
| +34% | +$201K | 0.43% | 63 |
|
|
2024
Q1 | $628K | Sell |
4,756
-5,873
| -55% | -$775K | 0.35% | 89 |
|
|
2023
Q4 | $1.16M | Sell |
10,629
-2,319
| -18% | -$253K | 0.42% | 73 |
|
|
2023
Q3 | $1.33M | Sell |
12,948
-15,549
| -55% | -$1.6M | 0.44% | 67 |
|
|
2023
Q2 | $3.29M | Buy |
28,497
+444
| +2% | +$51.2K | 0.64% | 38 |
|
|
2023
Q1 | $2.98M | Sell |
28,053
-5,134
| -15% | -$546K | 0.61% | 39 |
|
|
2022
Q4 | $3.68M | Sell |
33,187
-79
| -0.2% | -$8.77K | 0.79% | 25 |
|
|
2022
Q3 | $2.87M | Buy |
33,266
+2,582
| +8% | +$222K | 0.67% | 37 |
|
|
2022
Q2 | $2.8M | Buy |
30,684
+3,505
| +13% | +$319K | 0.57% | 45 |
|
|
2022
Q1 | $2.23M | Buy |
27,179
+4,106
| +18% | +$337K | 0.37% | 68 |
|
|
2021
Q4 | $1.77M | Sell |
23,073
-2,686
| -10% | -$206K | 0.28% | 97 |
|
|
2021
Q3 | $1.94M | Buy |
25,759
+2,396
| +10% | +$180K | 0.5% | 56 |
|
|
2021
Q2 | $1.82M | Sell |
23,363
-449
| -2% | -$34.9K | 0.47% | 58 |
|
|
2021
Q1 | $1.75M | Buy |
23,812
+2,409
| +11% | +$177K | 0.6% | 47 |
|
|
2020
Q4 | $1.67M | Buy |
21,403
+10,586
| +98% | +$826K | 0.35% | 77 |
|
|
2020
Q3 | $856K | Buy |
10,817
+1,635
| +18% | +$129K | 0.38% | 77 |
|
|
2020
Q2 | $677K | Buy |
9,182
+735
| +9% | +$54.2K | 0.35% | 79 |
|
|
2020
Q1 | $620K | Sell |
8,447
-213
| -2% | -$15.6K | 0.41% | 73 |
|
|
2019
Q4 | $751K | Buy |
+8,660
| New | +$751K | 0.47% | 71 |
|