Lyell 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 | $414K | Sell |
5,224
-315
| -6% | -$24.9K | 0.03% | 159 |
|
|
2025
Q1 | $497K | Sell |
5,539
-1,175
| -18% | -$105K | 0.05% | 146 |
|
|
2024
Q4 | $668K | Buy |
6,714
+152
| +2% | +$15.1K | 0.06% | 131 |
|
|
2024
Q3 | $745K | Hold |
6,562
| – | – | 0.07% | 131 |
|
|
2024
Q2 | $812K | Buy |
6,562
+467
| +8% | +$57.8K | 0.08% | 117 |
|
|
2024
Q1 | $804K | Sell |
6,095
-303
| -5% | -$40K | 0.08% | 117 |
|
|
2023
Q4 | $698K | Buy |
6,398
+4,333
| +210% | +$472K | 0.08% | 118 |
|
|
2023
Q3 | $213K | Hold |
2,065
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $238K | Sell |
2,065
-2,172
| -51% | -$251K | 0.03% | 171 |
|
|
2023
Q1 | $451K | Buy |
4,237
+124
| +3% | +$13.2K | 0.06% | 143 |
|
|
2022
Q4 | $456K | Buy |
4,113
+315
| +8% | +$34.9K | 0.07% | 138 |
|
|
2022
Q3 | $327K | Sell |
3,798
-10
| -0.3% | -$861 | 0.06% | 155 |
|
|
2022
Q2 | $350K | Buy |
3,808
+70
| +2% | +$6.43K | 0.06% | 152 |
|
|
2022
Q1 | $310K | Buy |
+3,738
| New | +$310K | 0.04% | 169 |
|
|
2020
Q2 | – | Sell |
-5,214
| Closed | -$386K | – | 126 |
|
|
2020
Q1 | $386K | Buy |
5,214
+1,228
| +31% | +$90.9K | 0.12% | 88 |
|
|
2019
Q4 | $348K | Buy |
3,986
+4
| +0.1% | +$349 | 0.09% | 96 |
|
|
2019
Q3 | $322K | Hold |
3,982
| – | – | 0.1% | 97 |
|
|
2019
Q2 | $321K | Sell |
3,982
-1,423
| -26% | -$115K | 0.1% | 99 |
|
|
2019
Q1 | $432K | Buy |
5,405
+724
| +15% | +$57.9K | 0.14% | 93 |
|
|
2018
Q4 | $344K | Hold |
4,681
| – | – | 0.14% | 93 |
|
|
2018
Q3 | $319K | Sell |
4,681
-315
| -6% | -$21.5K | 0.11% | 97 |
|
|
2018
Q2 | $292K | Sell |
4,996
-688
| -12% | -$40.2K | 0.11% | 97 |
|
|
2018
Q1 | $298K | Buy |
5,684
+320
| +6% | +$16.8K | 0.11% | 94 |
|
|
2017
Q4 | $290K | Hold |
5,364
| – | – | 0.12% | 95 |
|
|
2017
Q3 | $330K | Sell |
5,364
-576
| -10% | -$35.4K | 0.14% | 92 |
|
|
2017
Q2 | $366K | Buy |
5,940
+1,572
| +36% | +$96.9K | 0.18% | 81 |
|
|
2017
Q1 | $267K | Sell |
4,368
-261
| -6% | -$16K | 0.14% | 89 |
|
|
2016
Q4 | $262K | Buy |
+4,629
| New | +$262K | 0.16% | 85 |
|