River Wealth 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 | $5.23M | Buy |
66,018
+11,853
| +22% | +$938K | 0.65% | 41 |
|
|
2025
Q1 | $4.86M | Buy |
54,165
+7,648
| +16% | +$686K | 0.68% | 41 |
|
|
2024
Q4 | $4.63M | Buy |
46,517
+2,199
| +5% | +$219K | 0.61% | 43 |
|
|
2024
Q3 | $5.03M | Buy |
44,318
+3,665
| +9% | +$416K | 0.67% | 41 |
|
|
2024
Q2 | $5.03M | Buy |
40,653
+3,205
| +9% | +$397K | 0.72% | 39 |
|
|
2024
Q1 | $4.94M | Buy |
37,448
+3,026
| +9% | +$399K | 0.72% | 37 |
|
|
2023
Q4 | $3.75M | Buy |
34,422
+1,051
| +3% | +$115K | 0.6% | 47 |
|
|
2023
Q3 | $3.44M | Buy |
33,371
+3,704
| +12% | +$381K | 0.61% | 45 |
|
|
2023
Q2 | $3.42M | Buy |
29,667
+3,219
| +12% | +$371K | 0.58% | 50 |
|
|
2023
Q1 | $2.81M | Buy |
26,448
+3,701
| +16% | +$394K | 0.51% | 60 |
|
|
2022
Q4 | $2.52M | Buy |
22,747
+3,892
| +21% | +$432K | 0.49% | 62 |
|
|
2022
Q3 | $1.62M | Buy |
18,855
+3,780
| +25% | +$326K | 0.35% | 78 |
|
|
2022
Q2 | $1.37M | Buy |
15,075
+3,028
| +25% | +$276K | 0.25% | 90 |
|
|
2022
Q1 | $989K | Buy |
12,047
+1,557
| +15% | +$128K | 0.16% | 120 |
|
|
2021
Q4 | $804K | Buy |
10,490
+1,467
| +16% | +$112K | 0.12% | 128 |
|
|
2021
Q3 | $678K | Buy |
9,023
+627
| +7% | +$47.1K | 0.12% | 128 |
|
|
2021
Q2 | $653K | Sell |
8,396
-655
| -7% | -$50.9K | 0.11% | 132 |
|
|
2021
Q1 | $666K | Buy |
9,051
+740
| +9% | +$54.5K | 0.13% | 129 |
|
|
2020
Q4 | $649K | Buy |
8,311
+1,084
| +15% | +$84.6K | 0.14% | 123 |
|
|
2020
Q3 | $572K | Buy |
7,227
+1,626
| +29% | +$129K | 0.15% | 125 |
|
|
2020
Q2 | $413K | Buy |
5,601
+126
| +2% | +$9.29K | 0.13% | 130 |
|
|
2020
Q1 | $402K | Buy |
5,475
+163
| +3% | +$12K | 0.16% | 116 |
|
|
2019
Q4 | $461K | Sell |
5,312
-779
| -13% | -$67.6K | 0.16% | 118 |
|
|
2019
Q3 | $489K | Sell |
6,091
-571
| -9% | -$45.8K | 0.18% | 109 |
|
|
2019
Q2 | $533K | Buy |
6,662
+4
| +0.1% | +$320 | 0.21% | 103 |
|
|
2019
Q1 | $528K | Sell |
6,658
-144
| -2% | -$11.4K | 0.22% | 106 |
|
|
2018
Q4 | $496K | Buy |
6,802
+5
| +0.1% | +$365 | 0.22% | 100 |
|
|
2018
Q3 | $460K | Sell |
6,797
-359
| -5% | -$24.3K | 0.17% | 124 |
|
|
2018
Q2 | $414K | Sell |
7,156
-989
| -12% | -$57.2K | 0.16% | 122 |
|
|
2018
Q1 | $423K | Sell |
8,145
-3,076
| -27% | -$160K | 0.18% | 122 |
|
|
2017
Q4 | $602K | Buy |
11,221
+2,693
| +32% | +$144K | 0.25% | 106 |
|
|
2017
Q3 | $521K | Sell |
8,528
-780
| -8% | -$47.7K | 0.24% | 109 |
|
|
2017
Q2 | $569K | Sell |
9,308
-122
| -1% | -$7.46K | 0.26% | 106 |
|
|
2017
Q1 | $572K | Sell |
9,430
-1,308
| -12% | -$79.3K | 0.28% | 103 |
|
|
2016
Q4 | $603K | Sell |
10,738
-1,823
| -15% | -$102K | 0.31% | 100 |
|
|
2016
Q3 | $748K | Sell |
12,561
-4,572
| -27% | -$272K | 0.41% | 86 |
|
|
2016
Q2 | $942K | Sell |
17,133
-1,252
| -7% | -$68.8K | 0.54% | 70 |
|
|
2016
Q1 | $928K | Buy |
18,385
+409
| +2% | +$20.6K | 0.55% | 65 |
|
|
2015
Q4 | $906K | Buy |
17,976
+9,696
| +117% | +$489K | 0.57% | 65 |
|
|
2015
Q3 | $390K | Buy |
8,280
+113
| +1% | +$5.32K | 0.27% | 109 |
|
|
2015
Q2 | $444K | Sell |
8,167
-589
| -7% | -$32K | 0.28% | 104 |
|
|
2015
Q1 | $480K | Buy |
+8,756
| New | +$480K | 0.3% | 104 |
|