PDS Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
15,593
-1,174
| -7% | -$92.9K | 0.09% | 102 |
|
|
2025
Q1 | $1.5M | Buy |
16,767
+892
| +6% | +$80.1K | 0.13% | 75 |
|
|
2024
Q4 | $1.58M | Buy |
15,875
+2,357
| +17% | +$234K | 0.14% | 72 |
|
|
2024
Q3 | $1.54M | Sell |
13,518
-146
| -1% | -$16.6K | 0.14% | 75 |
|
|
2024
Q2 | $1.69M | Buy |
13,664
+1,044
| +8% | +$129K | 0.17% | 66 |
|
|
2024
Q1 | $1.67M | Buy |
12,620
+76
| +0.6% | +$10K | 0.18% | 63 |
|
|
2023
Q4 | $1.37M | Buy |
12,544
+651
| +5% | +$71K | 0.16% | 66 |
|
|
2023
Q3 | $1.22M | Buy |
11,893
+40
| +0.3% | +$4.12K | 0.16% | 69 |
|
|
2023
Q2 | $1.37M | Buy |
11,853
+411
| +4% | +$47.4K | 0.17% | 66 |
|
|
2023
Q1 | $1.22M | Buy |
11,442
+3,723
| +48% | +$396K | 0.17% | 64 |
|
|
2022
Q4 | $856K | Buy |
7,719
+457
| +6% | +$50.7K | 0.14% | 67 |
|
|
2022
Q3 | $625K | Buy |
7,262
+17
| +0.2% | +$1.46K | 0.11% | 75 |
|
|
2022
Q2 | $660K | Buy |
7,245
+839
| +13% | +$76.4K | 0.12% | 79 |
|
|
2022
Q1 | $526K | Buy |
6,406
+1,652
| +35% | +$136K | 0.09% | 91 |
|
|
2021
Q4 | $364K | Sell |
4,754
-16
| -0.3% | -$1.23K | 0.07% | 122 |
|
|
2021
Q3 | $358K | Sell |
4,770
-91
| -2% | -$6.83K | 0.08% | 114 |
|
|
2021
Q2 | $378K | Buy |
4,861
+420
| +9% | +$32.7K | 0.09% | 108 |
|
|
2021
Q1 | $327K | Sell |
4,441
-1,143
| -20% | -$84.2K | 0.09% | 110 |
|
|
2020
Q4 | $436K | Buy |
5,584
+319
| +6% | +$24.9K | 0.15% | 77 |
|
|
2020
Q3 | $417K | Buy |
5,265
+122
| +2% | +$9.66K | 0.17% | 74 |
|
|
2020
Q2 | $379K | Buy |
5,143
+743
| +17% | +$54.8K | 0.17% | 77 |
|
|
2020
Q1 | $323K | Buy |
4,400
+348
| +9% | +$25.5K | 0.21% | 66 |
|
|
2019
Q4 | $352K | Sell |
4,052
-245
| -6% | -$21.3K | 0.22% | 67 |
|
|
2019
Q3 | $345K | Buy |
4,297
+179
| +4% | +$14.4K | 0.24% | 61 |
|
|
2019
Q2 | $329K | Buy |
4,118
+296
| +8% | +$23.6K | 0.24% | 61 |
|
|
2019
Q1 | $303K | Sell |
3,822
-175
| -4% | -$13.9K | 0.24% | 63 |
|
|
2018
Q4 | $291K | Buy |
3,997
+210
| +6% | +$15.3K | 0.25% | 59 |
|
|
2018
Q3 | $256K | Buy |
3,787
+690
| +22% | +$46.6K | 0.22% | 61 |
|
|
2018
Q2 | $179K | Buy |
+3,097
| New | +$179K | 0.18% | 66 |
|