Mitchell & Pahl Private 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 | $823K | Sell |
10,399
-64
| -0.6% | -$5.07K | 0.36% | 100 |
|
|
2025
Q1 | $939K | Sell |
10,463
-162
| -2% | -$14.5K | 0.44% | 81 |
|
|
2024
Q4 | $1.06M | Sell |
10,625
-523
| -5% | -$52K | 0.49% | 73 |
|
|
2024
Q3 | $1.27M | Sell |
11,148
-311
| -3% | -$35.3K | 0.59% | 62 |
|
|
2024
Q2 | $1.42M | Buy |
11,459
+244
| +2% | +$30.2K | 0.75% | 50 |
|
|
2024
Q1 | $1.48M | Sell |
11,215
-626
| -5% | -$82.6K | 0.78% | 49 |
|
|
2023
Q4 | $1.29M | Sell |
11,841
-478
| -4% | -$52.1K | 0.73% | 49 |
|
|
2023
Q3 | $1.27M | Sell |
12,319
-356
| -3% | -$36.7K | 0.75% | 46 |
|
|
2023
Q2 | $1.46M | Sell |
12,675
-440
| -3% | -$50.8K | 0.88% | 38 |
|
|
2023
Q1 | $1.4M | Sell |
13,115
-322
| -2% | -$34.3K | 0.87% | 41 |
|
|
2022
Q4 | $1.49M | Sell |
13,437
-326
| -2% | -$36.2K | 0.98% | 34 |
|
|
2022
Q3 | $1.19M | Sell |
13,763
-1,024
| -7% | -$88.2K | 0.88% | 36 |
|
|
2022
Q2 | $1.35M | Sell |
14,787
-787
| -5% | -$71.7K | 0.94% | 30 |
|
|
2022
Q1 | $1.28M | Sell |
15,574
-776
| -5% | -$63.7K | 0.81% | 42 |
|
|
2021
Q4 | $1.25M | Sell |
16,350
-185
| -1% | -$14.2K | 0.8% | 42 |
|
|
2021
Q3 | $1.24M | Sell |
16,535
-108
| -0.6% | -$8.11K | 0.89% | 35 |
|
|
2021
Q2 | $1.29M | Sell |
16,643
-1,524
| -8% | -$118K | 0.93% | 34 |
|
|
2021
Q1 | $1.34M | Sell |
18,167
-192
| -1% | -$14.1K | 1.04% | 29 |
|
|
2020
Q4 | $1.43M | Buy |
+18,359
| New | +$1.43M | 1.2% | 22 |
|