Morris Financial Concepts’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $241K | Sell |
3,049
-1,165
| -28% | -$92.2K | 0.1% | 117 |
|
2025
Q1 | $378K | Sell |
4,214
-171
| -4% | -$15.3K | 0.16% | 85 |
|
2024
Q4 | $436K | Sell |
4,385
-8
| -0.2% | -$796 | 0.19% | 71 |
|
2024
Q3 | $499K | Buy |
4,393
+71
| +2% | +$8.06K | 0.21% | 65 |
|
2024
Q2 | $535K | Sell |
4,322
-36
| -0.8% | -$4.46K | 0.26% | 53 |
|
2024
Q1 | $575K | Sell |
4,358
-110
| -2% | -$14.5K | 0.29% | 48 |
|
2023
Q4 | $487K | Sell |
4,468
-9
| -0.2% | -$981 | 0.28% | 48 |
|
2023
Q3 | $461K | Sell |
4,477
-121
| -3% | -$12.5K | 0.31% | 46 |
|
2023
Q2 | $531K | Buy |
4,598
+1,614
| +54% | +$186K | 0.34% | 43 |
|
2023
Q1 | $317K | Sell |
2,984
-31
| -1% | -$3.3K | 0.22% | 60 |
|
2022
Q4 | $335K | Sell |
3,015
-22
| -0.7% | -$2.44K | 0.27% | 58 |
|
2022
Q3 | $262K | Sell |
3,037
-50
| -2% | -$4.31K | 0.27% | 54 |
|
2022
Q2 | $281K | Sell |
3,087
-18
| -0.6% | -$1.64K | 0.27% | 53 |
|
2022
Q1 | $255K | Buy |
3,105
+110
| +4% | +$9.03K | 0.21% | 59 |
|
2021
Q4 | $230K | Buy |
+2,995
| New | +$230K | 0.19% | 60 |
|