Principle Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Buy |
76,755
+2,697
| +4% | +$213K | 0.38% | 54 |
|
|
2025
Q1 | $6.65M | Buy |
74,058
+1,915
| +3% | +$172K | 0.48% | 48 |
|
|
2024
Q4 | $7.18M | Sell |
72,143
-275
| -0.4% | -$27.4K | 0.5% | 47 |
|
|
2024
Q3 | $8.22M | Buy |
72,418
+1,750
| +2% | +$199K | 0.58% | 45 |
|
|
2024
Q2 | $8.75M | Sell |
70,668
-304
| -0.4% | -$37.6K | 0.67% | 39 |
|
|
2024
Q1 | $9.36M | Buy |
70,972
+777
| +1% | +$103K | 0.73% | 33 |
|
|
2023
Q4 | $7.65M | Sell |
70,195
-79
| -0.1% | -$8.61K | 0.66% | 40 |
|
|
2023
Q3 | $7.23M | Buy |
70,274
+1,278
| +2% | +$132K | 0.73% | 35 |
|
|
2023
Q2 | $7.96M | Sell |
68,996
-386
| -0.6% | -$44.5K | 0.8% | 30 |
|
|
2023
Q1 | $7.38M | Buy |
69,382
+47
| +0.1% | +$5K | 0.79% | 31 |
|
|
2022
Q4 | $7.69M | Sell |
69,335
-1,868
| -3% | -$207K | 0.87% | 24 |
|
|
2022
Q3 | $6.13K | Sell |
71,203
-758
| -1% | -$65 | 0.58% | 30 |
|
|
2022
Q2 | $6.56M | Sell |
71,961
-9,025
| -11% | -$823K | 0.79% | 27 |
|
|
2022
Q1 | $6.65M | Buy |
80,986
+1,391
| +2% | +$114K | 0.7% | 30 |
|
|
2021
Q4 | $6.1M | Buy |
79,595
+1,304
| +2% | +$99.9K | 0.64% | 29 |
|
|
2021
Q3 | $5.88M | Sell |
78,291
-4,460
| -5% | -$335K | 0.68% | 28 |
|
|
2021
Q2 | $6.44M | Sell |
82,751
-3,996
| -5% | -$311K | 0.73% | 26 |
|
|
2021
Q1 | $6.38M | Buy |
86,747
+8,915
| +11% | +$656K | 0.75% | 27 |
|
|
2020
Q4 | $6.08M | Buy |
77,832
+68,990
| +780% | +$5.38M | 0.8% | 24 |
|
|
2020
Q3 | $700K | Sell |
8,842
-3
| -0% | -$238 | 0.2% | 63 |
|
|
2020
Q2 | $653K | Buy |
8,845
+177
| +2% | +$13.1K | 0.19% | 68 |
|
|
2020
Q1 | $636K | Sell |
8,668
-332
| -4% | -$24.4K | 0.24% | 63 |
|
|
2019
Q4 | $781K | Sell |
9,000
-604
| -6% | -$52.4K | 0.25% | 68 |
|
|
2019
Q3 | $771K | Buy |
9,604
+1,526
| +19% | +$123K | 0.27% | 67 |
|
|
2019
Q2 | $646K | Buy |
8,078
+1,082
| +15% | +$86.5K | 0.33% | 55 |
|
|
2019
Q1 | $555K | Buy |
6,996
+890
| +15% | +$70.6K | 0.32% | 56 |
|
|
2018
Q4 | $445K | Buy |
+6,106
| New | +$445K | 0.37% | 60 |
|