Merriman Wealth Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$527K Buy
5,262
+384
+8% +$38.5K 0.02% 129
2024
Q3
$557K Buy
4,878
+195
+4% +$22.3K 0.02% 142
2024
Q2
$583K Buy
4,683
+77
+2% +$9.59K 0.03% 131
2024
Q1
$611K Buy
4,606
+374
+9% +$49.6K 0.03% 123
2023
Q4
$464K Buy
4,232
+127
+3% +$13.9K 0.02% 133
2023
Q3
$426K Sell
4,105
-75
-2% -$7.78K 0.02% 127
2023
Q2
$485K Buy
4,180
+62
+2% +$7.2K 0.02% 144
2023
Q1
$441K Buy
4,118
+458
+13% +$49K 0.02% 139
2022
Q4
$409K Sell
3,660
-2,047
-36% -$229K 0.02% 151
2022
Q3
$495K Buy
5,707
+2,644
+86% +$229K 0.03% 102
2022
Q2
$281K Sell
3,063
-232
-7% -$21.3K 0.02% 131
2022
Q1
$270K Buy
3,295
+10
+0.3% +$819 0.02% 175
2021
Q4
$252K Sell
3,285
-299
-8% -$22.9K 0.02% 190
2021
Q3
$269K Buy
3,584
+56
+2% +$4.2K 0.02% 171
2021
Q2
$274K Buy
3,528
+215
+6% +$16.7K 0.02% 191
2021
Q1
$244K Buy
3,313
+35
+1% +$2.58K 0.03% 169
2020
Q4
$256K Buy
3,278
+51
+2% +$3.98K 0.03% 182
2020
Q3
$255K Hold
3,227
0.04% 145
2020
Q2
$238K Sell
3,227
-745
-19% -$54.9K 0.04% 145
2020
Q1
$292K Buy
3,972
+183
+5% +$13.5K 0.06% 119
2019
Q4
$329K Buy
3,789
+32
+0.9% +$2.78K 0.06% 145
2019
Q3
$302K Sell
3,757
-156
-4% -$12.5K 0.06% 142
2019
Q2
$3.16K Sell
3,913
-7
-0.2% -$6 0.06% 146
2019
Q1
$311K Buy
3,920
+158
+4% +$12.5K 0.06% 161
2018
Q4
$274K Sell
3,762
-245
-6% -$17.8K 0.06% 131
2018
Q3
$271K Sell
4,007
-487
-11% -$32.9K 0.06% 149
2018
Q2
$260K Sell
4,494
-594
-12% -$34.4K 0.06% 145
2018
Q1
$264K Sell
5,088
-1,739
-25% -$90.2K 0.07% 160
2017
Q4
$367K Buy
6,827
+2,306
+51% +$124K 0.09% 134
2017
Q3
$276K Buy
+4,521
New +$276K 0.07% 132