Lake Street Private 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 | $457K | Sell |
5,775
-1,549
| -21% | -$123K | 0.07% | 168 |
|
|
2025
Q1 | $657K | Sell |
7,324
-162
| -2% | -$14.5K | 0.11% | 129 |
|
|
2024
Q4 | $745K | Sell |
7,486
-1,421
| -16% | -$141K | 0.12% | 115 |
|
|
2024
Q3 | $1.01M | Sell |
8,907
-19,059
| -68% | -$2.16M | 0.16% | 108 |
|
|
2024
Q2 | $3.46M | Buy |
27,966
+242
| +0.9% | +$30K | 0.45% | 58 |
|
|
2024
Q1 | $3.66M | Buy |
27,724
+530
| +2% | +$69.9K | 0.51% | 52 |
|
|
2023
Q4 | $2.96M | Sell |
27,194
-7,477
| -22% | -$815K | 0.47% | 59 |
|
|
2023
Q3 | $3.62M | Sell |
34,671
-47
| -0.1% | -$4.9K | 0.65% | 40 |
|
|
2023
Q2 | $4.01M | Sell |
34,718
-487
| -1% | -$56.2K | 0.7% | 35 |
|
|
2023
Q1 | $3.75M | Buy |
35,205
+1,777
| +5% | +$189K | 0.7% | 37 |
|
|
2022
Q4 | $3.71M | Buy |
33,428
+3,571
| +12% | +$396K | 0.77% | 35 |
|
|
2022
Q3 | $2.57M | Buy |
29,857
+7,570
| +34% | +$652K | 0.59% | 47 |
|
|
2022
Q2 | $2.03M | Buy |
22,287
+7,084
| +47% | +$646K | 0.43% | 65 |
|
|
2022
Q1 | $1.25M | Buy |
15,203
+435
| +3% | +$35.7K | 0.22% | 110 |
|
|
2021
Q4 | $1.13M | Buy |
14,768
+7,673
| +108% | +$588K | 0.2% | 117 |
|
|
2021
Q3 | $533K | Buy |
7,095
+161
| +2% | +$12.1K | 0.13% | 141 |
|
|
2021
Q2 | $541K | Buy |
6,934
+191
| +3% | +$14.9K | 0.14% | 138 |
|
|
2021
Q1 | $496K | Sell |
6,743
-1,656
| -20% | -$122K | 0.14% | 140 |
|
|
2020
Q4 | $656K | Sell |
8,399
-808
| -9% | -$63.1K | 0.19% | 114 |
|
|
2020
Q3 | $729K | Buy |
9,207
+446
| +5% | +$35.3K | 0.24% | 96 |
|
|
2020
Q2 | $646K | Buy |
8,761
+594
| +7% | +$43.8K | 0.24% | 96 |
|
|
2020
Q1 | $600K | Buy |
8,167
+68
| +0.8% | +$5K | 0.27% | 84 |
|
|
2019
Q4 | $703K | Buy |
8,099
+1,218
| +18% | +$106K | 0.27% | 92 |
|
|
2019
Q3 | $553K | Buy |
6,881
+799
| +13% | +$64.2K | 0.25% | 92 |
|
|
2019
Q2 | $487K | Buy |
6,082
+2,193
| +56% | +$176K | 0.29% | 79 |
|
|
2019
Q1 | $309K | Buy |
+3,889
| New | +$309K | 0.21% | 83 |
|