Quantum Financial 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 | $306K | Sell |
3,861
-945
| -20% | -$74.8K | 0.04% | 131 |
|
|
2025
Q1 | $431K | Buy |
4,806
+216
| +5% | +$19.4K | 0.06% | 99 |
|
|
2024
Q4 | $457K | Buy |
4,590
+450
| +11% | +$44.8K | 0.07% | 93 |
|
|
2024
Q3 | $470K | Buy |
4,140
+1,145
| +38% | +$130K | 0.07% | 95 |
|
|
2024
Q2 | $371K | Sell |
2,995
-45
| -1% | -$5.57K | 0.07% | 98 |
|
|
2024
Q1 | $401K | Sell |
3,040
-70
| -2% | -$9.24K | 0.07% | 91 |
|
|
2023
Q4 | $339K | Buy |
3,110
+222
| +8% | +$24.2K | 0.08% | 72 |
|
|
2023
Q3 | $297K | Hold |
2,888
| – | – | 0.09% | 79 |
|
|
2023
Q2 | $333K | Buy |
2,888
+179
| +7% | +$20.7K | 0.1% | 61 |
|
|
2023
Q1 | $288K | Hold |
2,709
| – | – | 0.09% | 65 |
|
|
2022
Q4 | $301K | Buy |
2,709
+334
| +14% | +$37.1K | 0.14% | 56 |
|
|
2022
Q3 | $205K | Buy |
2,375
+3
| +0.1% | +$259 | 0.09% | 81 |
|
|
2022
Q2 | $212K | Buy |
+2,372
| New | +$212K | 0.08% | 90 |
|