Parcion Private Wealth’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
21,997
+1,863
+9% +$147K 0.12% 98
2025
Q1
$1.81M Sell
20,134
-4,098
-17% -$368K 0.15% 90
2024
Q4
$2.41M Hold
24,232
0.18% 80
2024
Q3
$2.75M Buy
24,232
+3,734
+18% +$424K 0.23% 74
2024
Q2
$2.54M Buy
20,498
+1,051
+5% +$130K 0.23% 74
2024
Q1
$2.57M Buy
19,447
+886
+5% +$117K 0.23% 76
2023
Q4
$2.02M Sell
18,561
-123
-0.7% -$13.4K 0.19% 86
2023
Q3
$1.92M Buy
18,684
+107
+0.6% +$11K 0.2% 81
2023
Q2
$2.14M Buy
18,577
+1,586
+9% +$183K 0.22% 80
2023
Q1
$1.81M Buy
16,991
+45
+0.3% +$4.79K 0.19% 83
2022
Q4
$1.88M Hold
16,946
0.2% 81
2022
Q3
$1.46M Hold
16,946
0.16% 97
2022
Q2
$1.53M Buy
16,946
+22
+0.1% +$1.98K 0.15% 108
2022
Q1
$1.39M Sell
16,924
-2,494
-13% -$205K 0.13% 100
2021
Q4
$1.58M Sell
19,418
-53
-0.3% -$4.31K 0.14% 90
2021
Q3
$1.52M Buy
19,471
+318
+2% +$24.9K 0.14% 100
2021
Q2
$1.49M Sell
19,153
-919
-5% -$71.5K 0.15% 99
2021
Q1
$1.48M Sell
20,072
-1,450
-7% -$107K 0.17% 98
2020
Q4
$1.68M Sell
21,522
-254
-1% -$19.8K 0.22% 83
2020
Q3
$1.68M Sell
21,776
-2,359
-10% -$182K 0.26% 71
2020
Q2
$1.83M Buy
24,135
+352
+1% +$26.7K 0.31% 59
2020
Q1
$1.75M Buy
23,783
+348
+1% +$25.5K 0.48% 47
2019
Q4
$2.03M Buy
+23,435
New +$2.03M 0.44% 54