Legacy Capital Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
3,964
-3,554
| -47% | -$281K | 0.07% | 294 |
|
|
2025
Q1 | $675K | Buy |
7,518
+1,410
| +23% | +$127K | 0.17% | 130 |
|
|
2024
Q4 | $608K | Sell |
6,108
-10,355
| -63% | -$1.03M | 0.15% | 139 |
|
|
2024
Q3 | $1.87M | Buy |
16,463
+8,389
| +104% | +$953K | 0.37% | 45 |
|
|
2024
Q2 | $1,000K | Buy |
+8,074
| New | +$1,000K | 0.25% | 78 |
|
|
2024
Q1 | – | Sell |
-7,324
| Closed | -$798K | – | 259 |
|
|
2023
Q4 | $798K | Sell |
7,324
-158
| -2% | -$17.2K | 0.23% | 95 |
|
|
2023
Q3 | $770K | Buy |
+7,482
| New | +$770K | 0.21% | 99 |
|
|
2023
Q2 | – | Sell |
-6,114
| Closed | -$650K | – | 160 |
|
|
2023
Q1 | $650K | Buy |
+6,114
| New | +$650K | 0.18% | 112 |
|
|
2021
Q1 | – | Sell |
-1,599
| Closed | -$125K | – | 96 |
|
|
2020
Q4 | $125K | Buy |
+1,599
| New | +$125K | 0.05% | 80 |
|