Pinnacle Wealth Management Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,184
| Closed | -$217K | – | 118 |
|
2024
Q4 | $217K | Hold |
2,184
| – | – | 0.14% | 108 |
|
2024
Q3 | $248K | Hold |
2,184
| – | – | 0.16% | 102 |
|
2024
Q2 | $270K | Hold |
2,184
| – | – | 0.18% | 87 |
|
2024
Q1 | $288K | Hold |
2,184
| – | – | 0.21% | 84 |
|
2023
Q4 | $238K | Hold |
2,184
| – | – | 0.2% | 86 |
|
2023
Q3 | $225K | Sell |
2,184
-200
| -8% | -$20.6K | 0.2% | 86 |
|
2023
Q2 | $275K | Sell |
2,384
-300
| -11% | -$34.6K | 0.24% | 78 |
|
2023
Q1 | $286K | Hold |
2,684
| – | – | 0.25% | 80 |
|
2022
Q4 | $298K | Hold |
2,684
| – | – | 0.26% | 79 |
|
2022
Q3 | $231K | Hold |
2,684
| – | – | 0.2% | 97 |
|
2022
Q2 | $245K | Hold |
2,684
| – | – | 0.21% | 98 |
|
2022
Q1 | $220K | Sell |
2,684
-1,100
| -29% | -$90.2K | 0.17% | 114 |
|
2021
Q4 | $290K | Sell |
3,784
-1,346
| -26% | -$103K | 0.22% | 100 |
|
2021
Q3 | $385K | Hold |
5,130
| – | – | 0.29% | 81 |
|
2021
Q2 | $399K | Buy |
+5,130
| New | +$399K | 0.29% | 88 |
|