Peterson Wealth Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,384
| Closed | -$2.28M | – | 225 |
|
|
2025
Q1 | $2.28M | Buy |
25,384
+3,905
| +18% | +$351K | 0.71% | 43 |
|
|
2024
Q4 | $2.14M | Buy |
21,479
+113
| +0.5% | +$11.2K | 0.64% | 41 |
|
|
2024
Q3 | $2.43M | Buy |
21,366
+1,706
| +9% | +$194K | 0.78% | 39 |
|
|
2024
Q2 | $2.43M | Buy |
19,660
+539
| +3% | +$66.7K | 0.85% | 35 |
|
|
2024
Q1 | $2.52M | Buy |
19,121
+706
| +4% | +$93.2K | 0.92% | 40 |
|
|
2023
Q4 | $2.01M | Buy |
18,415
+7,232
| +65% | +$788K | 0.86% | 38 |
|
|
2023
Q3 | $1.15M | Buy |
11,183
+508
| +5% | +$52.3K | 0.86% | 39 |
|
|
2023
Q2 | $1.23M | Sell |
10,675
-694
| -6% | -$80.1K | 0.59% | 46 |
|
|
2023
Q1 | $1.21M | Buy |
11,369
+662
| +6% | +$70.4K | 0.62% | 51 |
|
|
2022
Q4 | $1.19M | Buy |
10,707
+960
| +10% | +$107K | 0.68% | 41 |
|
|
2022
Q3 | $839K | Buy |
9,747
+2,575
| +36% | +$222K | 0.59% | 43 |
|
|
2022
Q2 | $654K | Buy |
7,172
+1,036
| +17% | +$94.5K | 0.47% | 43 |
|
|
2022
Q1 | $503K | Buy |
6,136
+1,501
| +32% | +$123K | 0.31% | 55 |
|
|
2021
Q4 | $355K | Buy |
+4,635
| New | +$355K | 0.24% | 62 |
|