Marcum Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.38M | Sell |
15,414
-2,761
| -15% | -$248K | 0.12% | 86 |
|
2024
Q4 | $1.81M | Sell |
18,175
-267
| -1% | -$26.6K | 0.16% | 69 |
|
2024
Q3 | $2.09M | Sell |
18,442
-1,112
| -6% | -$126K | 0.19% | 56 |
|
2024
Q2 | $2.42M | Buy |
19,554
+492
| +3% | +$60.9K | 0.24% | 47 |
|
2024
Q1 | $2.52M | Sell |
19,062
-1,583
| -8% | -$209K | 0.26% | 41 |
|
2023
Q4 | $2.25M | Sell |
20,645
-1,336
| -6% | -$146K | 0.24% | 43 |
|
2023
Q3 | $2.26M | Buy |
21,981
+105
| +0.5% | +$10.8K | 0.27% | 39 |
|
2023
Q2 | $2.52M | Buy |
21,876
+1,229
| +6% | +$142K | 0.3% | 33 |
|
2023
Q1 | $2.2M | Sell |
20,647
-2,774
| -12% | -$295K | 0.27% | 36 |
|
2022
Q4 | $2.6M | Sell |
23,421
-1,271
| -5% | -$141K | 0.34% | 31 |
|
2022
Q3 | $2.13M | Buy |
24,692
+1,627
| +7% | +$140K | 0.32% | 31 |
|
2022
Q2 | $2.1M | Buy |
23,065
+1,254
| +6% | +$114K | 0.31% | 34 |
|
2022
Q1 | $1.79M | Buy |
21,811
+3,228
| +17% | +$265K | 0.25% | 54 |
|
2021
Q4 | $1.42M | Sell |
18,583
-2,077
| -10% | -$159K | 0.2% | 72 |
|
2021
Q3 | $1.55M | Buy |
20,660
+421
| +2% | +$31.6K | 0.24% | 56 |
|
2021
Q2 | $1.57M | Buy |
20,239
+135
| +0.7% | +$10.5K | 0.26% | 47 |
|
2021
Q1 | $1.48M | Buy |
20,104
+12,278
| +157% | +$903K | 0.24% | 52 |
|
2020
Q4 | $611K | Buy |
7,826
+3,020
| +63% | +$236K | 0.14% | 52 |
|
2020
Q3 | $380K | Sell |
4,806
-1,496
| -24% | -$118K | 0.12% | 63 |
|
2020
Q2 | $465K | Buy |
6,302
+2,035
| +48% | +$150K | 0.14% | 59 |
|
2020
Q1 | $313K | Buy |
4,267
+477
| +13% | +$35K | 0.12% | 56 |
|
2019
Q4 | $329K | Buy |
+3,790
| New | +$329K | 0.12% | 75 |
|