Sonoma Private Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,172
| Closed | -$216K | – | 79 |
|
|
2024
Q4 | $216K | Sell |
2,172
-6,094
| -74% | -$606K | 0.35% | 75 |
|
|
2024
Q3 | $939K | Buy |
8,266
+128
| +2% | +$14.5K | 1.46% | 16 |
|
|
2024
Q2 | $1.01M | Sell |
8,138
-381
| -4% | -$47.2K | 1.64% | 14 |
|
|
2024
Q1 | $1.12M | Sell |
8,519
-302
| -3% | -$39.8K | 1.81% | 11 |
|
|
2023
Q4 | $962K | Sell |
8,821
-552
| -6% | -$60.2K | 1.59% | 15 |
|
|
2023
Q3 | $965K | Sell |
9,373
-188
| -2% | -$19.4K | 1.76% | 13 |
|
|
2023
Q2 | $1.1M | Buy |
9,561
+588
| +7% | +$67.8K | 1.93% | 12 |
|
|
2023
Q1 | $955K | Sell |
8,973
-201
| -2% | -$21.4K | 1.9% | 15 |
|
|
2022
Q4 | $1.02M | Buy |
+9,174
| New | +$1.02M | 2.25% | 12 |
|