Old North State 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 | $1.45M | Buy |
18,328
+1,390
| +8% | +$110K | 0.76% | 41 |
|
|
2025
Q1 | $1.52M | Buy |
16,938
+1,771
| +12% | +$159K | 0.85% | 39 |
|
|
2024
Q4 | $1.51M | Buy |
15,167
+914
| +6% | +$91K | 0.85% | 40 |
|
|
2024
Q3 | $1.62M | Buy |
14,253
+1,155
| +9% | +$131K | 0.91% | 37 |
|
|
2024
Q2 | $1.62M | Buy |
13,098
+640
| +5% | +$79.3K | 1.07% | 34 |
|
|
2024
Q1 | $1.65M | Buy |
12,458
+276
| +2% | +$36.5K | 1.07% | 30 |
|
|
2023
Q4 | $1.33M | Buy |
12,182
+282
| +2% | +$30.8K | 0.98% | 35 |
|
|
2023
Q3 | $1.23M | Sell |
11,900
-365
| -3% | -$37.6K | 1.08% | 34 |
|
|
2023
Q2 | $1.42M | Sell |
12,265
-12,369
| -50% | -$1.43M | 1.24% | 29 |
|
|
2023
Q1 | $2.62M | Sell |
24,634
-1,729
| -7% | -$184K | 2.46% | 16 |
|
|
2022
Q4 | $2.93M | Sell |
26,363
-11,180
| -30% | -$1.24M | 2.94% | 11 |
|
|
2022
Q3 | $3.24M | Sell |
37,543
-5,079
| -12% | -$438K | 3.74% | 8 |
|
|
2022
Q2 | $3.89M | Sell |
42,622
-8,062
| -16% | -$736K | 4.43% | 6 |
|
|
2022
Q1 | $4.16M | Buy |
50,684
+299
| +0.6% | +$24.6K | 4.16% | 6 |
|
|
2021
Q4 | $3.87M | Buy |
+50,385
| New | +$3.87M | 3.9% | 8 |
|