Meadow Creek Wealth 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 | $931K | Sell |
11,767
-1,461
| -11% | -$116K | 0.63% | 33 |
|
2025
Q1 | $1.19M | Sell |
13,228
-222
| -2% | -$19.9K | 0.89% | 28 |
|
2024
Q4 | $1.34M | Sell |
13,450
-451
| -3% | -$44.9K | 0.96% | 24 |
|
2024
Q3 | $1.58M | Buy |
13,901
+775
| +6% | +$88K | 1.25% | 20 |
|
2024
Q2 | $1.63M | Buy |
13,126
+414
| +3% | +$51.3K | 1.54% | 15 |
|
2024
Q1 | $1.68M | Buy |
12,712
+1,391
| +12% | +$184K | 1.17% | 22 |
|
2023
Q4 | $1.23M | Buy |
+11,321
| New | +$1.23M | 1.2% | 17 |
|
2022
Q3 | $924K | Buy |
10,730
+162
| +2% | +$14K | 1.22% | 11 |
|
2022
Q2 | $964K | Sell |
10,568
-796
| -7% | -$72.6K | 1.19% | 11 |
|
2022
Q1 | $932K | Sell |
11,364
-96
| -0.8% | -$7.87K | 1.01% | 19 |
|
2021
Q4 | $878K | Buy |
+11,460
| New | +$878K | 0.83% | 25 |
|
2019
Q4 | $714K | Buy |
+8,224
| New | +$714K | 0.99% | 19 |
|