Lyell Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $745K | Hold |
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|
2024
Q2 | $812K | Buy |
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|
2024
Q1 | $804K | Sell |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $310K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $348K | Buy |
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|
2019
Q3 | $322K | Hold |
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|
2019
Q2 | $321K | Sell |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $344K | Hold |
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|
2018
Q3 | $319K | Sell |
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|
2018
Q2 | $292K | Sell |
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|
2018
Q1 | $298K | Buy |
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|
2017
Q4 | $290K | Hold |
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|
2017
Q3 | $330K | Sell |
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|
2017
Q2 | $366K | Buy |
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|
2017
Q1 | $267K | Sell |
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|
2016
Q4 | $262K | Buy |
|