Moser 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 | $248K | Sell |
3,135
-629
| -17% | -$49.8K | 0.12% | 78 |
|
|
2025
Q1 | $338K | Buy |
3,764
+9
| +0.2% | +$808 | 0.18% | 73 |
|
|
2024
Q4 | $374K | Sell |
3,755
-750
| -17% | -$74.6K | 0.19% | 64 |
|
|
2024
Q3 | $512K | Hold |
4,505
| – | – | 0.27% | 60 |
|
|
2024
Q2 | $558K | Hold |
4,505
| – | – | 0.3% | 56 |
|
|
2024
Q1 | $594K | Sell |
4,505
-260
| -5% | -$34.3K | 0.33% | 54 |
|
|
2023
Q4 | $519K | Hold |
4,765
| – | – | 0.33% | 54 |
|
|
2023
Q3 | $491K | Hold |
4,765
| – | – | 0.34% | 52 |
|
|
2023
Q2 | $550K | Buy |
+4,765
| New | +$550K | 0.37% | 51 |
|
|
2022
Q4 | $590K | Hold |
5,315
| – | – | 0.44% | 49 |
|
|
2022
Q3 | $458K | Hold |
5,315
| – | – | 0.36% | 52 |
|
|
2022
Q2 | $485K | Hold |
5,315
| – | – | 0.36% | 52 |
|
|
2022
Q1 | $436K | Hold |
5,315
| – | – | 0.27% | 58 |
|
|
2021
Q4 | $407K | Hold |
5,315
| – | – | 0.25% | 58 |
|
|
2021
Q3 | $399K | Sell |
5,315
-800
| -13% | -$60.1K | 0.26% | 60 |
|
|
2021
Q2 | $476K | Sell |
6,115
-294
| -5% | -$22.9K | 0.31% | 57 |
|
|
2021
Q1 | $471K | Buy |
6,409
+210
| +3% | +$15.4K | 0.33% | 53 |
|
|
2020
Q4 | $484K | Hold |
6,199
| – | – | 0.36% | 50 |
|
|
2020
Q3 | $491K | Buy |
6,199
+2,521
| +69% | +$200K | 0.39% | 43 |
|
|
2020
Q2 | $271K | Buy |
3,678
+2,997
| +440% | +$221K | 0.26% | 47 |
|
|
2020
Q1 | $50K | Hold |
681
| – | – | 0.06% | 73 |
|
|
2019
Q4 | $59K | Buy |
+681
| New | +$59K | 0.06% | 81 |
|