Ridgecrest 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 | $817K | Sell |
10,315
-583
| -5% | -$46.2K | 0.43% | 47 |
|
|
2025
Q1 | $978K | Buy |
10,898
+501
| +5% | +$45K | 0.51% | 39 |
|
|
2024
Q4 | $1.03M | Sell |
10,397
-1,261
| -11% | -$125K | 0.56% | 35 |
|
|
2024
Q3 | $1.32M | Buy |
11,658
+386
| +3% | +$43.8K | 0.69% | 32 |
|
|
2024
Q2 | $1.4M | Hold |
11,272
| – | – | 0.84% | 25 |
|
|
2024
Q1 | $1.49M | Hold |
11,272
| – | – | 0.89% | 25 |
|
|
2023
Q4 | $1.23M | Sell |
11,272
-3
| -0% | -$327 | 0.81% | 29 |
|
|
2023
Q3 | $1.16M | Sell |
11,275
-250
| -2% | -$25.7K | 0.81% | 29 |
|
|
2023
Q2 | $1.33M | Buy |
11,525
+454
| +4% | +$52.4K | 0.88% | 25 |
|
|
2023
Q1 | $1.18M | Hold |
11,071
| – | – | 0.84% | 29 |
|
|
2022
Q4 | $1.23M | Sell |
11,071
-50
| -0.4% | -$5.55K | 0.93% | 27 |
|
|
2022
Q3 | $958K | Sell |
11,121
-8,700
| -44% | -$749K | 0.78% | 32 |
|
|
2022
Q2 | $1.81M | Sell |
19,821
-473
| -2% | -$43.1K | 1.31% | 20 |
|
|
2022
Q1 | $1.67M | Sell |
20,294
-410
| -2% | -$33.6K | 1.06% | 26 |
|
|
2021
Q4 | $1.59M | Buy |
20,704
+350
| +2% | +$26.8K | 0.77% | 30 |
|
|
2021
Q3 | $1.53M | Buy |
20,354
+88
| +0.4% | +$6.61K | 0.83% | 31 |
|
|
2021
Q2 | $1.58M | Buy |
20,266
+209
| +1% | +$16.3K | 0.98% | 29 |
|
|
2021
Q1 | $1.48M | Buy |
+20,057
| New | +$1.48M | 1.41% | 22 |
|