Lodestone 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
Q2 | $2.53M | Buy |
31,925
+269
| +0.8% | +$21.3K | 1.23% | 24 |
|
|
2025
Q1 | $2.84M | Sell |
31,656
-2,672
| -8% | -$240K | 1.51% | 18 |
|
|
2024
Q4 | $3.41M | Buy |
34,328
+2,159
| +7% | +$215K | 1.71% | 14 |
|
|
2024
Q3 | $3.65M | Sell |
32,169
-1,175
| -4% | -$133K | 1.83% | 15 |
|
|
2024
Q2 | $4.13M | Sell |
33,344
-926
| -3% | -$115K | 2.18% | 7 |
|
|
2024
Q1 | $4.52M | Sell |
34,270
-267
| -0.8% | -$35.2K | 2.37% | 5 |
|
|
2023
Q4 | $3.77M | Buy |
34,537
+47
| +0.1% | +$5.12K | 2.18% | 7 |
|
|
2023
Q3 | $3.55M | Sell |
34,490
-702
| -2% | -$72.3K | 2.49% | 7 |
|
|
2023
Q2 | $4.06M | Buy |
35,192
+4,189
| +14% | +$483K | 2.78% | 5 |
|
|
2023
Q1 | $3.3M | Buy |
31,003
+13
| +0% | +$1.38K | 2.54% | 5 |
|
|
2022
Q4 | $3.44M | Buy |
+30,990
| New | +$3.44M | 2.77% | 5 |
|