Northwest Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $243K | Buy |
3,071
+470
| +18% | +$37.2K | 0.04% | 171 |
|
2025
Q1 | $234K | Sell |
2,601
-89
| -3% | -$7.99K | 0.05% | 160 |
|
2024
Q4 | $268K | Buy |
2,690
+703
| +35% | +$69.9K | 0.06% | 132 |
|
2024
Q3 | $226K | Sell |
1,987
-138
| -6% | -$15.7K | 0.05% | 152 |
|
2024
Q2 | $263K | Buy |
2,125
+29
| +1% | +$3.59K | 0.07% | 134 |
|
2024
Q1 | $277K | Sell |
2,096
-60
| -3% | -$7.92K | 0.08% | 134 |
|
2023
Q4 | $235K | Buy |
2,156
+45
| +2% | +$4.91K | 0.07% | 138 |
|
2023
Q3 | $217K | Sell |
2,111
-27
| -1% | -$2.78K | 0.08% | 134 |
|
2023
Q2 | $247K | Sell |
2,138
-21
| -1% | -$2.42K | 0.09% | 129 |
|
2023
Q1 | $230K | Sell |
2,159
-43
| -2% | -$4.58K | 0.09% | 137 |
|
2022
Q4 | $244K | Buy |
+2,202
| New | +$244K | 0.1% | 124 |
|
2021
Q3 | – | Sell |
-2,579
| Closed | -$201K | – | 127 |
|
2021
Q2 | $201K | Buy |
+2,579
| New | +$201K | 0.11% | 127 |
|
2019
Q2 | – | Sell |
-1,291
| Closed | -$102K | – | 344 |
|
2019
Q1 | $102K | Hold |
1,291
| – | – | 0.08% | 159 |
|
2018
Q4 | $94K | Hold |
1,291
| – | – | 0.08% | 156 |
|
2018
Q3 | $87K | Hold |
1,291
| – | – | 0.07% | 167 |
|
2018
Q2 | $75K | Sell |
1,291
-533
| -29% | -$31K | 0.06% | 179 |
|
2018
Q1 | $94K | Buy |
+1,824
| New | +$94K | 0.07% | 156 |
|