Octavia Wealth 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 | $418K | Sell |
5,226
-978
| -16% | -$78.2K | 0.05% | 132 |
|
|
2025
Q1 | $562K | Sell |
6,204
-314
| -5% | -$28.4K | 0.07% | 113 |
|
|
2024
Q4 | $654K | Sell |
6,518
-128
| -2% | -$12.8K | 0.08% | 93 |
|
|
2024
Q3 | $760K | Sell |
6,646
-986
| -13% | -$113K | 0.09% | 87 |
|
|
2024
Q2 | $951K | Buy |
7,632
+312
| +4% | +$38.9K | 0.13% | 77 |
|
|
2024
Q1 | $971K | Buy |
7,320
+491
| +7% | +$65.2K | 0.14% | 74 |
|
|
2023
Q4 | $750K | Buy |
6,829
+184
| +3% | +$20.2K | 0.13% | 87 |
|
|
2023
Q3 | $689K | Buy |
6,645
+621
| +10% | +$64.4K | 0.14% | 79 |
|
|
2023
Q2 | $700K | Sell |
6,024
-32
| -0.5% | -$3.72K | 0.14% | 76 |
|
|
2023
Q1 | $649K | Buy |
6,056
+2
| +0% | +$214 | 0.15% | 78 |
|
|
2022
Q4 | $676K | Sell |
6,054
-206
| -3% | -$23K | 0.17% | 75 |
|
|
2022
Q3 | $543K | Sell |
6,260
-130
| -2% | -$11.3K | 0.15% | 83 |
|
|
2022
Q2 | $585K | Sell |
6,390
-438
| -6% | -$40.1K | 0.15% | 85 |
|
|
2022
Q1 | $565K | Sell |
6,828
-407
| -6% | -$33.7K | 0.13% | 92 |
|
|
2021
Q4 | $559K | Buy |
7,235
+517
| +8% | +$39.9K | 0.12% | 95 |
|
|
2021
Q3 | $508K | Sell |
6,718
-166
| -2% | -$12.6K | 0.13% | 94 |
|
|
2021
Q2 | $540K | Sell |
6,884
-380
| -5% | -$29.8K | 0.14% | 92 |
|
|
2021
Q1 | $539K | Buy |
7,264
+161
| +2% | +$11.9K | 0.16% | 86 |
|
|
2020
Q4 | $559K | Buy |
+7,103
| New | +$559K | 0.18% | 88 |
|