Marks Group 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 | $215K | Sell |
2,713
-606
| -18% | -$48K | 0.02% | 284 |
|
2025
Q1 | $298K | Sell |
3,319
-6
| -0.2% | -$539 | 0.03% | 275 |
|
2024
Q4 | $331K | Hold |
3,325
| – | – | 0.03% | 250 |
|
2024
Q3 | $378K | Sell |
3,325
-85
| -2% | -$9.65K | 0.04% | 240 |
|
2024
Q2 | $422K | Sell |
3,410
-114
| -3% | -$14.1K | 0.04% | 234 |
|
2024
Q1 | $465K | Hold |
3,524
| – | – | 0.05% | 225 |
|
2023
Q4 | $384K | Buy |
3,524
+52
| +1% | +$5.67K | 0.04% | 235 |
|
2023
Q3 | $357K | Buy |
3,472
+425
| +14% | +$43.8K | 0.04% | 229 |
|
2023
Q2 | $352K | Sell |
3,047
-55
| -2% | -$6.35K | 0.04% | 234 |
|
2023
Q1 | $330K | Hold |
3,102
| – | – | 0.04% | 241 |
|
2022
Q4 | $344K | Hold |
3,102
| – | – | 0.05% | 234 |
|
2022
Q3 | $267K | Buy |
3,102
+34
| +1% | +$2.93K | 0.04% | 245 |
|
2022
Q2 | $280K | Buy |
3,068
+138
| +5% | +$12.6K | 0.04% | 252 |
|
2022
Q1 | $241K | Buy |
+2,930
| New | +$241K | 0.03% | 278 |
|