RKL Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
14,004
+713
| +5% | +$56.4K | 0.1% | 86 |
|
|
2025
Q1 | $1.19M | Buy |
13,291
+2,930
| +28% | +$263K | 0.11% | 88 |
|
|
2024
Q4 | $1.03M | Hold |
10,361
| – | – | 0.09% | 93 |
|
|
2024
Q3 | $1.18M | Sell |
10,361
-146
| -1% | -$16.6K | 0.11% | 79 |
|
|
2024
Q2 | $1.3M | Buy |
10,507
+27
| +0.3% | +$3.34K | 0.13% | 71 |
|
|
2024
Q1 | $1.38M | Buy |
10,480
+181
| +2% | +$23.9K | 0.14% | 70 |
|
|
2023
Q4 | $1.12M | Buy |
10,299
+5,483
| +114% | +$598K | 0.12% | 77 |
|
|
2023
Q3 | $496K | Sell |
4,816
-149
| -3% | -$15.3K | 0.06% | 92 |
|
|
2023
Q2 | $573K | Sell |
4,965
-202
| -4% | -$23.3K | 0.07% | 89 |
|
|
2023
Q1 | $550K | Sell |
5,167
-318
| -6% | -$33.8K | 0.07% | 89 |
|
|
2022
Q4 | $609K | Buy |
5,485
+163
| +3% | +$18.1K | 0.08% | 90 |
|
|
2022
Q3 | $458K | Buy |
5,322
+530
| +11% | +$45.6K | 0.07% | 92 |
|
|
2022
Q2 | $437K | Buy |
4,792
+1,374
| +40% | +$125K | 0.06% | 96 |
|
|
2022
Q1 | $280K | Buy |
3,418
+805
| +31% | +$65.9K | 0.03% | 122 |
|
|
2021
Q4 | $200K | Buy |
+2,613
| New | +$200K | 0.02% | 126 |
|
|
2021
Q3 | – | Sell |
-3,788
| Closed | -$295K | – | 129 |
|
|
2021
Q2 | $295K | Buy |
+3,788
| New | +$295K | 0.04% | 110 |
|
|
2020
Q1 | – | Sell |
-2,326
| Closed | -$202K | – | 119 |
|
|
2019
Q4 | $202K | Sell |
2,326
-477
| -17% | -$41.4K | 0.04% | 119 |
|
|
2019
Q3 | $224K | Sell |
2,803
-501
| -15% | -$40K | 0.04% | 119 |
|
|
2019
Q2 | $264K | Buy |
3,304
+330
| +11% | +$26.4K | 0.05% | 114 |
|
|
2019
Q1 | $236K | Buy |
2,974
+64
| +2% | +$5.08K | 0.05% | 123 |
|
|
2018
Q4 | $213K | Buy |
+2,910
| New | +$213K | 0.05% | 121 |
|
|
2017
Q4 | – | Sell |
-3,982
| Closed | -$244K | – | 146 |
|
|
2017
Q3 | $244K | Sell |
3,982
-114
| -3% | -$6.99K | 0.07% | 136 |
|
|
2017
Q2 | $251K | Buy |
+4,096
| New | +$251K | 0.08% | 131 |
|