Sax 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 | $1.32M | Buy |
16,626
+8,227
| +98% | +$651K | 0.08% | 143 |
|
|
2025
Q1 | $754K | Buy |
8,399
+993
| +13% | +$89.1K | 0.05% | 170 |
|
|
2024
Q4 | $737K | Buy |
7,406
+1,023
| +16% | +$102K | 0.06% | 153 |
|
|
2024
Q3 | $725K | Buy |
6,383
+707
| +12% | +$80.3K | 0.06% | 120 |
|
|
2024
Q2 | $703K | Buy |
5,676
+1,200
| +27% | +$149K | 0.07% | 113 |
|
|
2024
Q1 | $591K | Sell |
4,476
-159
| -3% | -$21K | 0.07% | 105 |
|
|
2023
Q4 | $505K | Buy |
4,635
+56
| +1% | +$6.11K | 0.08% | 120 |
|
|
2023
Q3 | $471K | Buy |
4,579
+545
| +14% | +$56.1K | 0.09% | 116 |
|
|
2023
Q2 | $465K | Buy |
4,034
+2
| +0% | +$231 | 0.09% | 118 |
|
|
2023
Q1 | $429K | Sell |
4,032
-734
| -15% | -$78.1K | 0.09% | 119 |
|
|
2022
Q4 | $529K | Buy |
4,766
+251
| +6% | +$27.9K | 0.12% | 100 |
|
|
2022
Q3 | $389K | Sell |
4,515
-170
| -4% | -$14.6K | 0.1% | 116 |
|
|
2022
Q2 | $427K | Buy |
4,685
+48
| +1% | +$4.38K | 0.11% | 116 |
|
|
2022
Q1 | $380K | Sell |
4,637
-3,494
| -43% | -$286K | 0.09% | 123 |
|
|
2021
Q4 | $623K | Sell |
8,131
-550
| -6% | -$42.1K | 0.13% | 107 |
|
|
2021
Q3 | $652K | Buy |
8,681
+3,705
| +74% | +$278K | 0.15% | 88 |
|
|
2021
Q2 | $387K | Sell |
4,976
-232
| -4% | -$18K | 0.13% | 107 |
|
|
2021
Q1 | $383K | Buy |
5,208
+1,276
| +32% | +$93.8K | 0.14% | 100 |
|
|
2020
Q4 | $307K | Buy |
+3,932
| New | +$307K | 0.14% | 97 |
|