Physician Wealth 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 | $363K | Buy |
4,587
+128
| +3% | +$10.1K | 0.06% | 127 |
|
|
2025
Q1 | $400K | Buy |
4,459
+45
| +1% | +$4.04K | 0.07% | 107 |
|
|
2024
Q4 | $439K | Buy |
4,414
+6
| +0.1% | +$597 | 0.07% | 104 |
|
|
2024
Q3 | $492K | Buy |
4,408
+5
| +0.1% | +$558 | 0.09% | 97 |
|
|
2024
Q2 | $552K | Buy |
4,403
+8
| +0.2% | +$1K | 0.1% | 87 |
|
|
2024
Q1 | $550K | Buy |
4,395
+5
| +0.1% | +$625 | 0.12% | 86 |
|
|
2023
Q4 | $524K | Buy |
4,390
+33
| +0.8% | +$3.94K | 0.12% | 84 |
|
|
2023
Q3 | $455K | Buy |
4,357
+17
| +0.4% | +$1.78K | 0.12% | 81 |
|
|
2023
Q2 | $496K | Hold |
4,340
| – | – | 0.12% | 79 |
|
|
2023
Q1 | $495K | Sell |
4,340
-31
| -0.7% | -$3.54K | 0.13% | 78 |
|
|
2022
Q4 | $474K | Buy |
4,371
+17
| +0.4% | +$1.85K | 0.13% | 82 |
|
|
2022
Q3 | $385K | Hold |
4,354
| – | – | 0.12% | 87 |
|
|
2022
Q2 | $385K | Buy |
4,354
+9
| +0.2% | +$796 | 0.11% | 97 |
|
|
2022
Q1 | $385K | Buy |
4,345
+60
| +1% | +$5.32K | 0.1% | 99 |
|
|
2021
Q4 | $344K | Buy |
4,285
+10
| +0.2% | +$803 | 0.09% | 112 |
|
|
2021
Q3 | $335K | Buy |
4,275
+9
| +0.2% | +$705 | 0.09% | 111 |
|
|
2021
Q2 | $326K | Sell |
4,266
-211
| -5% | -$16.1K | 0.09% | 112 |
|
|
2021
Q1 | $329K | Hold |
4,477
| – | – | 0.11% | 102 |
|
|
2020
Q4 | $322K | Buy |
4,477
+9
| +0.2% | +$647 | 0.11% | 99 |
|
|
2020
Q3 | $327K | Sell |
4,468
-267
| -6% | -$19.5K | 0.13% | 92 |
|
|
2020
Q2 | $366K | Sell |
4,735
-94
| -2% | -$7.27K | 0.15% | 86 |
|
|
2020
Q1 | $369K | Buy |
4,829
+621
| +15% | +$47.5K | 0.18% | 69 |
|
|
2019
Q4 | $359K | Sell |
4,208
-66
| -2% | -$5.63K | 0.16% | 78 |
|
|
2019
Q3 | $349K | Buy |
+4,274
| New | +$349K | 0.17% | 72 |
|