MBL Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
6,653
+2,489
| +60% | +$197K | 0.05% | 137 |
|
|
2025
Q1 | $374K | Sell |
4,164
-3,950
| -49% | -$355K | 0.04% | 159 |
|
|
2024
Q4 | $807K | Sell |
8,114
-1,355
| -14% | -$135K | 0.08% | 103 |
|
|
2024
Q3 | $1.08M | Sell |
9,469
-467
| -5% | -$53K | 0.12% | 89 |
|
|
2024
Q2 | $1.23M | Sell |
9,936
-181
| -2% | -$22.4K | 0.14% | 76 |
|
|
2024
Q1 | $1.33M | Sell |
10,117
-738
| -7% | -$97.4K | 0.15% | 68 |
|
|
2023
Q4 | $1.18M | Sell |
10,855
-116
| -1% | -$12.6K | 0.15% | 73 |
|
|
2023
Q3 | $1.13M | Buy |
10,971
+255
| +2% | +$26.3K | 0.16% | 66 |
|
|
2023
Q2 | $1.24M | Buy |
10,716
+1,191
| +13% | +$137K | 0.17% | 62 |
|
|
2023
Q1 | $1.01M | Sell |
9,525
-1,398
| -13% | -$149K | 0.16% | 66 |
|
|
2022
Q4 | $1.21M | Buy |
10,923
+359
| +3% | +$39.8K | 0.23% | 60 |
|
|
2022
Q3 | $910K | Buy |
10,564
+1,321
| +14% | +$114K | 0.2% | 69 |
|
|
2022
Q2 | $842K | Buy |
9,243
+3,199
| +53% | +$291K | 0.21% | 67 |
|
|
2022
Q1 | $496K | Buy |
+6,044
| New | +$496K | 0.12% | 100 |
|
|
2021
Q1 | $404K | Buy |
5,482
+97
| +2% | +$7.15K | 0.14% | 99 |
|
|
2020
Q4 | $420K | Buy |
+5,385
| New | +$420K | 0.17% | 82 |
|