Petix & Botte Financial’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
3,496
| – | – | 0.07% | 112 |
|
|
2025
Q1 | $314K | Hold |
3,496
| – | – | 0.08% | 100 |
|
|
2024
Q4 | $348K | Hold |
3,496
| – | – | 0.09% | 101 |
|
|
2024
Q3 | $397K | Hold |
3,496
| – | – | 0.11% | 85 |
|
|
2024
Q2 | $433K | Buy |
3,496
+1,748
| +100% | +$216K | 0.12% | 81 |
|
|
2024
Q1 | $231K | Sell |
1,748
-1,748
| -50% | -$231K | 0.06% | 128 |
|
|
2023
Q4 | $381K | Hold |
3,496
| – | – | 0.11% | 87 |
|
|
2023
Q3 | $360K | Buy |
3,496
+100
| +3% | +$10.3K | 0.11% | 84 |
|
|
2023
Q2 | $392K | Buy |
+3,396
| New | +$392K | 0.12% | 80 |
|
|
2022
Q2 | – | Sell |
-3,064
| Closed | -$251K | – | 96 |
|
|
2022
Q1 | $251K | Buy |
+3,064
| New | +$251K | 0.08% | 99 |
|
|
2021
Q4 | – | Sell |
-3,064
| Closed | -$231K | – | 98 |
|
|
2021
Q3 | $231K | Buy |
+3,064
| New | +$231K | 0.08% | 102 |
|