McClarren Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,513
| Closed | -$200K | – | 211 |
|
|
2025
Q1 | $200K | Sell |
1,513
-707
| -32% | -$93.5K | 0.13% | 72 |
|
|
2024
Q4 | $220K | Buy |
2,220
+643
| +41% | +$63.7K | 0.62% | 26 |
|
|
2024
Q3 | $803 | Buy |
1,577
+835
| +113% | +$425 | 0.1% | 42 |
|
|
2024
Q2 | $269K | Sell |
742
-1,455
| -66% | -$527K | 0.19% | 61 |
|
|
2024
Q1 | $290K | Buy |
2,197
+15
| +0.7% | +$1.98K | 0.21% | 59 |
|
|
2023
Q4 | $238K | Buy |
2,182
+17
| +0.8% | +$1.85K | 0.18% | 64 |
|
|
2023
Q3 | $222K | Buy |
2,165
+13
| +0.6% | +$1.33K | 0.19% | 63 |
|
|
2023
Q2 | $248K | Buy |
2,152
+491
| +30% | +$56.6K | 0.21% | 59 |
|
|
2023
Q1 | $175K | Buy |
1,661
+8
| +0.5% | +$843 | 0.16% | 70 |
|
|
2022
Q4 | $183K | Buy |
1,653
+353
| +27% | +$39.1K | 0.17% | 69 |
|
|
2022
Q3 | $111K | Buy |
+1,300
| New | +$111K | 0.11% | 86 |
|
|
2022
Q2 | – | Sell |
-1,009
| Closed | -$81K | – | 176 |
|
|
2022
Q1 | $81K | Buy |
1,009
+8
| +0.8% | +$642 | 0.06% | 98 |
|
|
2021
Q4 | $77K | Buy |
1,001
+348
| +53% | +$26.8K | 0.05% | 108 |
|
|
2021
Q3 | $49K | Buy |
653
+5
| +0.8% | +$375 | 0.04% | 116 |
|
|
2021
Q2 | $50K | Buy |
648
+229
| +55% | +$17.7K | 0.04% | 113 |
|
|
2021
Q1 | $31K | Hold |
419
| – | – | 0.03% | 131 |
|
|
2020
Q4 | $32K | Buy |
+419
| New | +$32K | 0.03% | 121 |
|