N.E.W. Advisory Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
2,853
-2,344
| -45% | -$186K | 0.02% | 172 |
|
|
2025
Q1 | $466K | Buy |
5,197
+130
| +3% | +$11.7K | 0.04% | 137 |
|
|
2024
Q4 | $504K | Sell |
5,067
-218
| -4% | -$21.7K | 0.05% | 114 |
|
|
2024
Q3 | $600K | Buy |
5,285
+337
| +7% | +$38.3K | 0.06% | 98 |
|
|
2024
Q2 | $612K | Buy |
4,948
+72
| +1% | +$8.91K | 0.07% | 94 |
|
|
2024
Q1 | $644K | Buy |
4,876
+1,099
| +29% | +$145K | 0.07% | 92 |
|
|
2023
Q4 | $412K | Sell |
3,777
-327
| -8% | -$35.7K | 0.05% | 112 |
|
|
2023
Q3 | $422K | Sell |
4,104
-387
| -9% | -$39.8K | 0.06% | 100 |
|
|
2023
Q2 | $518K | Sell |
4,491
-84
| -2% | -$9.69K | 0.07% | 83 |
|
|
2023
Q1 | $487K | Buy |
4,575
+248
| +6% | +$26.4K | 0.07% | 86 |
|
|
2022
Q4 | $480K | Sell |
4,327
-72
| -2% | -$7.99K | 0.08% | 81 |
|
|
2022
Q3 | $379K | Sell |
4,399
-78
| -2% | -$6.72K | 0.07% | 81 |
|
|
2022
Q2 | $408K | Buy |
+4,477
| New | +$408K | 0.07% | 81 |
|
|
2022
Q1 | – | Sell |
-4,407
| Closed | -$338K | – | 152 |
|
|
2021
Q4 | $338K | Buy |
4,407
+1,198
| +37% | +$91.9K | 0.05% | 107 |
|
|
2021
Q3 | $241K | Buy |
3,209
+597
| +23% | +$44.8K | 0.04% | 120 |
|
|
2021
Q2 | $204K | Buy |
+2,612
| New | +$204K | 0.03% | 132 |
|