Pathway Financial 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 | $205K | Sell |
2,596
-203
| -7% | -$16.1K | 0.03% | 127 |
|
2025
Q1 | $251K | Buy |
2,799
+95
| +4% | +$8.53K | 0.05% | 144 |
|
2024
Q4 | $269K | Buy |
+2,704
| New | +$269K | 0.06% | 134 |
|
2024
Q3 | – | Sell |
-2,270
| Closed | -$281K | – | 172 |
|
2024
Q2 | $281K | Sell |
2,270
-38
| -2% | -$4.7K | 0.08% | 123 |
|
2024
Q1 | $305K | Buy |
2,308
+343
| +17% | +$45.3K | 0.08% | 123 |
|
2023
Q4 | $214K | Buy |
+1,965
| New | +$214K | 0.06% | 150 |
|
2020
Q2 | – | Sell |
-3,563
| Closed | -$259K | – | 105 |
|
2020
Q1 | $259K | Hold |
3,563
| – | – | 0.09% | 71 |
|
2019
Q4 | $306K | Buy |
+3,563
| New | +$306K | 0.09% | 83 |
|
2018
Q3 | – | Sell |
-1,316
| Closed | -$76K | – | 264 |
|
2018
Q2 | $76K | Sell |
1,316
-262
| -17% | -$15.1K | 0.04% | 186 |
|
2018
Q1 | $82K | Hold |
1,578
| – | – | 0.05% | 182 |
|
2017
Q4 | $85K | Buy |
+1,578
| New | +$85K | 0.05% | 179 |
|