Moss Adams 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 | $1.05M | Buy |
13,158
+152
| +1% | +$12.2K | 0.1% | 71 |
|
|
2025
Q1 | $1.18M | Buy |
13,006
+1,789
| +16% | +$162K | 0.12% | 57 |
|
|
2024
Q4 | $1.13M | Buy |
11,217
+3,691
| +49% | +$370K | 0.12% | 54 |
|
|
2024
Q3 | $861K | Buy |
7,526
+334
| +5% | +$38.2K | 0.09% | 66 |
|
|
2024
Q2 | $896K | Buy |
7,192
+1,165
| +19% | +$145K | 0.12% | 54 |
|
|
2024
Q1 | $800K | Buy |
6,027
+1,748
| +41% | +$232K | 0.13% | 55 |
|
|
2023
Q4 | $470K | Sell |
4,279
-137
| -3% | -$15K | 0.1% | 56 |
|
|
2023
Q3 | $458K | Buy |
4,416
+50
| +1% | +$5.18K | 0.16% | 45 |
|
|
2023
Q2 | $507K | Buy |
4,366
+37
| +0.9% | +$4.3K | 0.17% | 44 |
|
|
2023
Q1 | $464K | Buy |
4,329
+338
| +8% | +$36.2K | 0.16% | 46 |
|
|
2022
Q4 | $446K | Buy |
+3,991
| New | +$446K | 0.22% | 57 |
|