Sage Private Wealth Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
2,920
-3,013
| -51% | -$239K | 0.15% | 80 |
|
|
2025
Q1 | $533K | Buy |
5,933
+27
| +0.5% | +$2.42K | 0.4% | 28 |
|
|
2024
Q4 | $588K | Buy |
5,906
+143
| +2% | +$14.2K | 0.44% | 26 |
|
|
2024
Q3 | $655K | Buy |
5,763
+526
| +10% | +$59.7K | 0.52% | 22 |
|
|
2024
Q2 | $648K | Buy |
5,237
+477
| +10% | +$59.1K | 0.55% | 21 |
|
|
2024
Q1 | $628K | Buy |
4,760
+627
| +15% | +$82.7K | 0.5% | 24 |
|
|
2023
Q4 | $451K | Buy |
4,133
+318
| +8% | +$34.7K | 0.4% | 28 |
|
|
2023
Q3 | $393K | Buy |
3,815
+70
| +2% | +$7.21K | 0.54% | 22 |
|
|
2023
Q2 | $432K | Buy |
3,745
+3
| +0.1% | +$346 | 0.59% | 18 |
|
|
2023
Q1 | $398K | Buy |
3,742
+244
| +7% | +$26K | 0.46% | 19 |
|
|
2022
Q4 | $388K | Sell |
3,498
-189
| -5% | -$21K | 0.46% | 20 |
|
|
2022
Q3 | $318K | Sell |
3,687
-320
| -8% | -$27.6K | 0.42% | 24 |
|
|
2022
Q2 | $365K | Buy |
4,007
+718
| +22% | +$65.4K | 0.52% | 21 |
|
|
2022
Q1 | $270K | Buy |
3,289
+551
| +20% | +$45.2K | 0.26% | 38 |
|
|
2021
Q4 | $209K | Buy |
2,738
+116
| +4% | +$8.86K | 0.26% | 47 |
|
|
2021
Q3 | $197K | Buy |
2,622
+69
| +3% | +$5.18K | 0.27% | 43 |
|
|
2021
Q2 | $199K | Sell |
2,553
-58
| -2% | -$4.52K | 0.27% | 44 |
|
|
2021
Q1 | $192K | Sell |
2,611
-103
| -4% | -$7.57K | 0.33% | 43 |
|
|
2020
Q4 | $212K | Buy |
+2,714
| New | +$212K | 0.59% | 33 |
|