Matrix Private Capital Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
7,440
-591
-7% -$47.3K 0.35% 45
2025
Q1
$727K Sell
8,031
-340
-4% -$30.8K 0.43% 43
2024
Q4
$840K Hold
8,371
0.48% 40
2024
Q3
$957K Hold
8,371
0.55% 36
2024
Q2
$1.04M Buy
8,371
+72
+0.9% +$8.97K 0.66% 30
2024
Q1
$1.1M Sell
8,299
-164
-2% -$21.8K 0.75% 27
2023
Q4
$929K Sell
8,463
-40
-0.5% -$4.39K 0.7% 30
2023
Q3
$882K Buy
8,503
+1
+0% +$104 0.66% 32
2023
Q2
$987K Sell
8,502
-11
-0.1% -$1.28K 0.72% 32
2023
Q1
$912K Sell
8,513
-88
-1% -$9.43K 0.63% 36
2022
Q4
$961K Sell
8,601
-7
-0.1% -$782 0.63% 34
2022
Q3
$747K Sell
8,608
-2,299
-21% -$200K 0.51% 43
2022
Q2
$1M Buy
10,907
+379
+4% +$34.8K 0.57% 38
2022
Q1
$871K Sell
10,528
-461
-4% -$38.1K 0.43% 53
2021
Q4
$850K Buy
10,989
+252
+2% +$19.5K 0.4% 56
2021
Q3
$813K Buy
10,737
+125
+1% +$9.47K 0.43% 57
2021
Q2
$832K Sell
10,612
-486
-4% -$38.1K 0.46% 53
2021
Q1
$823K Buy
11,098
+2,544
+30% +$189K 0.5% 49
2020
Q4
$673K Sell
8,554
-54
-0.6% -$4.25K 0.48% 55
2020
Q3
$686K Hold
8,608
0.7% 39
2020
Q2
$640K Buy
8,608
+232
+3% +$17.2K 0.71% 42
2020
Q1
$620K Sell
8,376
-1,048
-11% -$77.6K 0.88% 35
2019
Q4
$823K Buy
+9,424
New +$823K 0.86% 35