Northwest 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 | – | Sell |
-3,574
| Closed | -$321K | – | 111 |
|
|
2025
Q1 | $321K | Buy |
3,574
+17
| +0.5% | +$1.53K | 0.27% | 82 |
|
|
2024
Q4 | $354K | Buy |
3,557
+13
| +0.4% | +$1.29K | 0.29% | 73 |
|
|
2024
Q3 | $402K | Hold |
3,544
| – | – | 0.32% | 63 |
|
|
2024
Q2 | $439K | Sell |
3,544
-35
| -1% | -$4.33K | 0.45% | 54 |
|
|
2024
Q1 | $472K | Sell |
3,579
-62
| -2% | -$8.18K | 0.52% | 48 |
|
|
2023
Q4 | $397K | Buy |
+3,641
| New | +$397K | 0.34% | 51 |
|