Naviter Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Sell |
23,797
-976
| -4% | -$78K | 0.23% | 114 |
|
2025
Q1 | $2.23M | Buy |
24,773
+192
| +0.8% | +$17.3K | 0.27% | 101 |
|
2024
Q4 | $2.47M | Buy |
24,581
+3,009
| +14% | +$302K | 0.3% | 87 |
|
2024
Q3 | $2.47M | Buy |
21,572
+357
| +2% | +$40.8K | 0.34% | 76 |
|
2024
Q2 | $2.64M | Buy |
21,215
+1,020
| +5% | +$127K | 0.39% | 68 |
|
2024
Q1 | $2.68M | Buy |
20,195
+3,045
| +18% | +$404K | 0.44% | 61 |
|
2023
Q4 | $1.88M | Buy |
17,150
+1,544
| +10% | +$169K | 0.38% | 70 |
|
2023
Q3 | $1.62M | Buy |
15,606
+846
| +6% | +$87.7K | 0.39% | 63 |
|
2023
Q2 | $1.71M | Buy |
14,760
+1,814
| +14% | +$211K | 0.44% | 56 |
|
2023
Q1 | $1.38M | Buy |
12,946
+2,629
| +25% | +$281K | 0.48% | 49 |
|
2022
Q4 | $1.12M | Buy |
10,317
+547
| +6% | +$59.4K | 0.31% | 80 |
|
2022
Q3 | $848K | Buy |
9,770
+628
| +7% | +$54.5K | 0.35% | 64 |
|
2022
Q2 | $835K | Buy |
+9,142
| New | +$835K | 0.34% | 69 |
|