Sendero 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 | $469K | Buy |
5,921
+414
| +8% | +$32.8K | 0.06% | 148 |
|
|
2025
Q1 | $494K | Buy |
5,507
+421
| +8% | +$37.8K | 0.07% | 137 |
|
|
2024
Q4 | $506K | Buy |
5,086
+451
| +10% | +$44.9K | 0.08% | 126 |
|
|
2024
Q3 | $526K | Buy |
4,635
+188
| +4% | +$21.3K | 0.08% | 119 |
|
|
2024
Q2 | $551K | Buy |
4,447
+25
| +0.6% | +$3.1K | 0.09% | 115 |
|
|
2024
Q1 | $583K | Buy |
4,422
+533
| +14% | +$70.3K | 0.1% | 114 |
|
|
2023
Q4 | $424K | Hold |
3,889
| – | – | 0.08% | 129 |
|
|
2023
Q3 | $400K | Sell |
3,889
-629
| -14% | -$64.8K | 0.09% | 123 |
|
|
2023
Q2 | $521K | Buy |
+4,518
| New | +$521K | 0.11% | 107 |
|