MBE 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 | $278K | Buy |
3,507
+45
| +1% | +$3.56K | 0.12% | 103 |
|
|
2025
Q1 | $311K | Buy |
3,462
+32
| +0.9% | +$2.87K | 0.15% | 84 |
|
|
2024
Q4 | $341K | Sell |
3,430
-63
| -2% | -$6.27K | 0.19% | 62 |
|
|
2024
Q3 | $397K | Sell |
3,493
-99
| -3% | -$11.2K | 0.22% | 61 |
|
|
2024
Q2 | $445K | Sell |
3,592
-100
| -3% | -$12.4K | 0.27% | 53 |
|
|
2024
Q1 | $487K | Sell |
3,692
-500
| -12% | -$66K | 0.3% | 49 |
|
|
2023
Q4 | $457K | Buy |
4,192
+118
| +3% | +$12.9K | 0.23% | 53 |
|
|
2023
Q3 | $419K | Sell |
4,074
-72
| -2% | -$7.41K | 0.24% | 48 |
|
|
2023
Q2 | $478K | Buy |
4,146
+1
| +0% | +$115 | 0.26% | 42 |
|
|
2023
Q1 | $441K | Hold |
4,145
| – | – | 0.26% | 40 |
|
|
2022
Q4 | $460K | Buy |
4,145
+1,438
| +53% | +$160K | 0.3% | 35 |
|
|
2022
Q3 | $233K | Sell |
2,707
-167
| -6% | -$14.4K | 0.17% | 54 |
|
|
2022
Q2 | $262K | Buy |
2,874
+2
| +0.1% | +$182 | 0.18% | 52 |
|
|
2022
Q1 | $236K | Buy |
2,872
+73
| +3% | +$6K | 0.14% | 63 |
|
|
2021
Q4 | $214K | Buy |
+2,799
| New | +$214K | 0.11% | 59 |
|
|
2020
Q2 | – | Sell |
-1,644
| Closed | -$120K | – | 340 |
|
|
2020
Q1 | $120K | Buy |
+1,644
| New | +$120K | 0.11% | 63 |
|