Northern Financial 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 | $624K | Sell |
7,887
-699
| -8% | -$55.3K | 0.47% | 57 |
|
2025
Q1 | $771K | Sell |
8,586
-6,007
| -41% | -$539K | 0.64% | 51 |
|
2024
Q4 | $1.45M | Sell |
14,593
-5,450
| -27% | -$542K | 1.16% | 27 |
|
2024
Q3 | $2.28M | Sell |
20,043
-1,861
| -8% | -$211K | 1.73% | 12 |
|
2024
Q2 | $2.71M | Buy |
21,904
+464
| +2% | +$57.4K | 2.17% | 8 |
|
2024
Q1 | $2.83M | Buy |
21,440
+334
| +2% | +$44.1K | 2.21% | 6 |
|
2023
Q4 | $2.3M | Buy |
21,106
+801
| +4% | +$87.3K | 1.94% | 6 |
|
2023
Q3 | $2.09M | Buy |
20,305
+4
| +0% | +$412 | 1.91% | 7 |
|
2023
Q2 | $2.34M | Sell |
20,301
-12
| -0.1% | -$1.39K | 2.06% | 6 |
|
2023
Q1 | $2.16M | Sell |
20,313
-7
| -0% | -$745 | 2.03% | 7 |
|
2022
Q4 | $2.25M | Buy |
+20,320
| New | +$2.25M | 2.55% | 5 |
|