Meridian Wealth Partners’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 |
-2,374
| Closed | -$213K | – | 113 |
|
|
2025
Q1 | $213K | Sell |
2,374
-593
| -20% | -$53.2K | 0.03% | 98 |
|
|
2024
Q4 | $295K | Buy |
2,967
+410
| +16% | +$40.8K | 0.04% | 87 |
|
|
2024
Q3 | $290K | Sell |
2,557
-348
| -12% | -$39.5K | 0.05% | 85 |
|
|
2024
Q2 | $360K | Buy |
2,905
+221
| +8% | +$27.4K | 0.06% | 73 |
|
|
2024
Q1 | $354K | Buy |
2,684
+133
| +5% | +$17.5K | 0.06% | 75 |
|
|
2023
Q4 | $278K | Sell |
2,551
-275
| -10% | -$30K | 0.05% | 80 |
|
|
2023
Q3 | $291K | Buy |
2,826
+48
| +2% | +$4.94K | 0.06% | 74 |
|
|
2023
Q2 | $321K | Buy |
2,778
+194
| +8% | +$22.4K | 0.07% | 65 |
|
|
2023
Q1 | $275K | Buy |
+2,584
| New | +$275K | 0.06% | 75 |
|
|
2021
Q2 | – | Sell |
-609
| Closed | -$44K | – | 809 |
|
|
2021
Q1 | $44K | Buy |
609
+70
| +13% | +$5.06K | 0.01% | 170 |
|
|
2020
Q4 | $42K | Hold |
539
| – | – | 0.02% | 152 |
|
|
2020
Q3 | $43K | Buy |
539
+73
| +16% | +$5.82K | 0.02% | 138 |
|
|
2020
Q2 | $34K | Sell |
466
-15
| -3% | -$1.09K | 0.02% | 151 |
|
|
2020
Q1 | $35K | Buy |
481
+185
| +63% | +$13.5K | 0.02% | 142 |
|
|
2019
Q4 | $26K | Buy |
+296
| New | +$26K | 0.02% | 177 |
|