SkyOak Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,432
| Closed | -$308K | – | 260 |
|
|
2025
Q1 | $308K | Buy |
3,432
+1
| +0% | +$90 | 0.07% | 167 |
|
|
2024
Q4 | $341K | Buy |
3,431
+94
| +3% | +$9.35K | 0.07% | 155 |
|
|
2024
Q3 | $379K | Hold |
3,337
| – | – | 0.08% | 141 |
|
|
2024
Q2 | $413K | Buy |
3,337
+1
| +0% | +$124 | 0.1% | 134 |
|
|
2024
Q1 | $440K | Buy |
3,336
+103
| +3% | +$13.6K | 0.11% | 135 |
|
|
2023
Q4 | $352K | Hold |
3,233
| – | – | 0.09% | 152 |
|
|
2023
Q3 | $333K | Hold |
3,233
| – | – | 0.1% | 148 |
|
|
2023
Q2 | $373K | Buy |
3,233
+105
| +3% | +$12.1K | 0.11% | 143 |
|
|
2023
Q1 | $333K | Buy |
3,128
+265
| +9% | +$28.2K | 0.1% | 153 |
|
|
2022
Q4 | $318K | Hold |
2,863
| – | – | 0.11% | 155 |
|
|
2022
Q3 | $247K | Buy |
2,863
+38
| +1% | +$3.28K | 0.09% | 175 |
|
|
2022
Q2 | $258K | Sell |
2,825
-935
| -25% | -$85.4K | 0.09% | 171 |
|
|
2022
Q1 | $309K | Hold |
3,760
| – | – | 0.09% | 175 |
|
|
2021
Q4 | $288K | Hold |
3,760
| – | – | 0.07% | 186 |
|
|
2021
Q3 | $282K | Hold |
3,760
| – | – | 0.08% | 186 |
|
|
2021
Q2 | $292K | Sell |
3,760
-19
| -0.5% | -$1.48K | 0.08% | 171 |
|
|
2021
Q1 | $278K | Buy |
+3,779
| New | +$278K | 0.08% | 176 |
|
|
2020
Q3 | – | Sell |
-7,538
| Closed | -$556K | – | 225 |
|
|
2020
Q2 | $556K | Buy |
+7,538
| New | +$556K | 0.21% | 114 |
|