Schrum Private 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 | $237K | Buy |
3,000
+2
| +0.1% | +$158 | 0.19% | 111 |
|
|
2025
Q1 | $269K | Sell |
2,998
-260
| -8% | -$23.3K | 0.24% | 102 |
|
|
2024
Q4 | $324K | Sell |
3,258
-2,136
| -40% | -$212K | 0.27% | 88 |
|
|
2024
Q3 | $613K | Buy |
5,394
+1,697
| +46% | +$193K | 0.32% | 74 |
|
|
2024
Q2 | $458K | Buy |
3,697
+2
| +0.1% | +$248 | 0.41% | 64 |
|
|
2024
Q1 | $488K | Buy |
3,695
+1,785
| +93% | +$236K | 0.44% | 59 |
|
|
2023
Q4 | $208K | Sell |
1,910
-1,576
| -45% | -$172K | 0.3% | 93 |
|
|
2023
Q3 | $359K | Buy |
3,486
+2
| +0.1% | +$206 | 0.41% | 65 |
|
|
2023
Q2 | $402K | Buy |
3,484
+1
| +0% | +$115 | 0.43% | 60 |
|
|
2023
Q1 | $371K | Sell |
3,483
-15
| -0.4% | -$1.6K | 0.43% | 63 |
|
|
2022
Q4 | $388K | Sell |
3,498
-812
| -19% | -$90.1K | 0.46% | 62 |
|
|
2022
Q3 | $370K | Buy |
4,310
+26
| +0.6% | +$2.23K | 0.47% | 63 |
|
|
2022
Q2 | $391K | Sell |
4,284
-25
| -0.6% | -$2.28K | 0.44% | 65 |
|
|
2022
Q1 | $358K | Buy |
4,309
+145
| +3% | +$12K | 0.36% | 79 |
|
|
2021
Q4 | $320K | Buy |
+4,164
| New | +$320K | 0.29% | 91 |
|