Motive 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 | – | Sell |
-2,578
| Closed | -$231K | – | 88 |
|
|
2025
Q1 | $231K | Sell |
2,578
-486
| -16% | -$43.6K | 0.12% | 61 |
|
|
2024
Q4 | $305K | Buy |
3,064
+194
| +7% | +$19.3K | 0.16% | 58 |
|
|
2024
Q3 | $355K | Hold |
2,870
| – | – | 0.21% | 47 |
|
|
2024
Q2 | $355K | Buy |
2,870
+16
| +0.6% | +$1.98K | 0.21% | 47 |
|
|
2024
Q1 | $377K | Buy |
+2,854
| New | +$377K | 0.23% | 46 |
|
|
2023
Q4 | – | Sell |
-2,486
| Closed | -$256K | – | 48 |
|
|
2023
Q3 | $256K | Sell |
2,486
-220
| -8% | -$22.6K | 0.28% | 41 |
|
|
2023
Q2 | $312K | Buy |
2,706
+85
| +3% | +$9.81K | 0.32% | 40 |
|
|
2023
Q1 | $279K | Sell |
2,621
-239
| -8% | -$25.4K | 0.3% | 41 |
|
|
2022
Q4 | $317K | Buy |
2,860
+380
| +15% | +$42.2K | 0.24% | 45 |
|
|
2022
Q3 | $214K | Buy |
+2,480
| New | +$214K | 0.17% | 57 |
|