Schubert & Co’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
3,663
+154
| +4% | +$12.2K | 0.21% | 56 |
|
|
2025
Q1 | $315K | Buy |
3,509
+662
| +23% | +$59.4K | 0.22% | 46 |
|
|
2024
Q4 | $283K | Buy |
2,847
+7
| +0.2% | +$696 | 0.19% | 46 |
|
|
2024
Q3 | $323K | Buy |
2,840
+18
| +0.6% | +$2.04K | 0.23% | 46 |
|
|
2024
Q2 | $372K | Hold |
2,822
| – | – | 0.32% | 22 |
|
|
2024
Q1 | $372K | Buy |
2,822
+5
| +0.2% | +$660 | 0.32% | 22 |
|
|
2023
Q4 | $307K | Sell |
2,817
-227
| -7% | -$24.7K | 0.28% | 25 |
|
|
2023
Q3 | $313K | Sell |
3,044
-1,089
| -26% | -$112K | 0.32% | 23 |
|
|
2023
Q2 | $477K | Buy |
4,133
+25
| +0.6% | +$2.89K | 0.45% | 17 |
|
|
2023
Q1 | $437K | Sell |
4,108
-481
| -10% | -$51.2K | 0.39% | 18 |
|
|
2022
Q4 | $509K | Sell |
4,589
-421
| -8% | -$46.7K | 0.46% | 16 |
|
|
2022
Q3 | $431K | Sell |
5,010
-117
| -2% | -$10.1K | 0.41% | 16 |
|
|
2022
Q2 | $467K | Buy |
5,127
+188
| +4% | +$17.1K | 0.44% | 13 |
|
|
2022
Q1 | $405K | Buy |
4,939
+7
| +0.1% | +$574 | 0.44% | 13 |
|
|
2021
Q4 | $378K | Buy |
+4,932
| New | +$378K | 0.38% | 16 |
|