Planned Solutions’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
5,837
+2,374
| +69% | +$188K | 0.18% | 64 |
|
|
2025
Q1 | $311K | Sell |
3,463
-100
| -3% | -$8.98K | 0.13% | 79 |
|
|
2024
Q4 | $354K | Sell |
3,563
-438
| -11% | -$43.6K | 0.14% | 66 |
|
|
2024
Q3 | $454K | Sell |
4,001
-51
| -1% | -$5.79K | 0.18% | 58 |
|
|
2024
Q2 | $502K | Sell |
4,052
-45
| -1% | -$5.57K | 0.24% | 44 |
|
|
2024
Q1 | $541K | Hold |
4,097
| – | – | 0.27% | 45 |
|
|
2023
Q4 | $447K | Hold |
4,097
| – | – | 0.21% | 45 |
|
|
2023
Q3 | $422K | Buy |
4,097
+33
| +0.8% | +$3.4K | 0.25% | 46 |
|
|
2023
Q2 | $469K | Buy |
4,064
+51
| +1% | +$5.89K | 0.28% | 44 |
|
|
2023
Q1 | $427K | Hold |
4,013
| – | – | 0.27% | 43 |
|
|
2022
Q4 | $445K | Buy |
4,013
+220
| +6% | +$24.4K | 0.33% | 40 |
|
|
2022
Q3 | $327K | Hold |
3,793
| – | – | 0.27% | 43 |
|
|
2022
Q2 | $346K | Buy |
3,793
+400
| +12% | +$36.5K | 0.32% | 40 |
|
|
2022
Q1 | $278K | Hold |
3,393
| – | – | 0.19% | 57 |
|
|
2021
Q4 | $260K | Buy |
+3,393
| New | +$260K | 0.17% | 64 |
|
|
2021
Q2 | $264K | Sell |
3,393
-163
| -5% | -$12.7K | 0.18% | 57 |
|
|
2021
Q1 | $262K | Hold |
3,556
| – | – | 0.2% | 52 |
|
|
2020
Q4 | $278K | Hold |
3,556
| – | – | 0.22% | 43 |
|
|
2020
Q3 | $281K | Buy |
+3,556
| New | +$281K | 0.27% | 40 |
|