Paladin Advisory Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
1,868
| – | – | 0.11% | 98 |
|
|
2025
Q1 | $168K | Hold |
1,868
| – | – | 0.13% | 89 |
|
|
2024
Q4 | $186K | Sell |
1,868
-249
| -12% | -$24.8K | 0.14% | 84 |
|
|
2024
Q3 | $240K | Hold |
2,117
| – | – | 0.18% | 77 |
|
|
2024
Q2 | $271K | Sell |
2,117
-79
| -4% | -$10.1K | 0.21% | 74 |
|
|
2024
Q1 | $288K | Hold |
2,196
| – | – | 0.23% | 70 |
|
|
2023
Q4 | $239K | Sell |
2,196
-9,492
| -81% | -$1.03M | 0.2% | 77 |
|
|
2023
Q3 | $1.2M | Buy |
11,688
+63
| +0.5% | +$6.49K | 1.01% | 34 |
|
|
2023
Q2 | $1.34M | Buy |
11,625
+61
| +0.5% | +$7.04K | 1.08% | 31 |
|
|
2023
Q1 | $1.23M | Buy |
+11,564
| New | +$1.23M | 1.02% | 31 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 153 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 154 |
|
|
2022
Q2 | – | Sell |
-11,486
| Closed | -$959K | – | 155 |
|
|
2022
Q1 | $959K | Buy |
+11,486
| New | +$959K | 0.78% | 35 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 151 |
|