Souders Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
5,884
+3,192
| +119% | +$253K | 0.06% | 137 |
|
|
2025
Q1 | $242K | Sell |
2,692
-4,471
| -62% | -$401K | 0.03% | 166 |
|
|
2024
Q4 | $713K | Sell |
7,163
-2,675
| -27% | -$266K | 0.1% | 112 |
|
|
2024
Q3 | $1.12M | Buy |
9,838
+12
| +0.1% | +$1.36K | 0.16% | 96 |
|
|
2024
Q2 | $1.22M | Buy |
9,826
+1,810
| +23% | +$224K | 0.18% | 85 |
|
|
2024
Q1 | $1.06M | Sell |
8,016
-1,063
| -12% | -$140K | 0.17% | 87 |
|
|
2023
Q4 | $990K | Sell |
9,079
-3,707
| -29% | -$404K | 0.17% | 89 |
|
|
2023
Q3 | $1.32M | Buy |
12,786
+154
| +1% | +$15.9K | 0.25% | 78 |
|
|
2023
Q2 | $1.46M | Buy |
12,632
+4,147
| +49% | +$479K | 0.28% | 75 |
|
|
2023
Q1 | $903K | Sell |
8,485
-4,911
| -37% | -$522K | 0.19% | 85 |
|
|
2022
Q4 | $1.49M | Sell |
13,396
-103
| -0.8% | -$11.4K | 0.34% | 72 |
|
|
2022
Q3 | $1.16M | Buy |
13,499
+1,406
| +12% | +$121K | 0.32% | 74 |
|
|
2022
Q2 | $1.1M | Sell |
12,093
-28,112
| -70% | -$2.56M | 0.32% | 68 |
|
|
2022
Q1 | $3.3M | Buy |
+40,205
| New | +$3.3M | 0.95% | 33 |
|
|
2020
Q4 | – | Sell |
-5,922
| Closed | -$458K | – | 114 |
|
|
2020
Q3 | $458K | Buy |
5,922
+557
| +10% | +$43.1K | 0.22% | 79 |
|
|
2020
Q2 | $396K | Sell |
5,365
-723
| -12% | -$53.4K | 0.23% | 76 |
|
|
2020
Q1 | $447K | Buy |
+6,088
| New | +$447K | 0.39% | 58 |
|