Sowell Financial Services’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.16M Buy
77,879
+5,704
+8% +$452K 0.25% 86
2025
Q1
$6.48M Buy
72,175
+7,761
+12% +$697K 0.29% 68
2024
Q4
$6.41M Sell
64,414
-5,416
-8% -$539K 0.34% 66
2024
Q3
$7.98M Buy
69,830
+4,304
+7% +$492K 0.37% 62
2024
Q2
$8.16M Sell
65,526
-1,036
-2% -$129K 0.39% 58
2024
Q1
$8.83M Sell
66,562
-145
-0.2% -$19.2K 0.42% 53
2023
Q4
$7.32M Buy
66,707
+1,540
+2% +$169K 0.4% 60
2023
Q3
$6.76M Sell
65,167
-907
-1% -$94K 0.42% 56
2023
Q2
$7.67M Buy
66,074
+6,186
+10% +$718K 0.43% 51
2023
Q1
$6.37M Sell
59,888
-20,592
-26% -$2.19M 0.49% 37
2022
Q4
$8.99M Buy
80,480
+11,903
+17% +$1.33M 0.58% 32
2022
Q3
$5.95M Buy
68,577
+1,775
+3% +$154K 0.6% 31
2022
Q2
$6.14M Buy
+66,802
New +$6.14M 0.57% 36
2022
Q1
Sell
-80,469
Closed -$6.22M 382
2021
Q4
$6.22M Buy
80,469
+13,747
+21% +$1.06M 0.36% 62
2021
Q3
$5.05M Sell
66,722
-666
-1% -$50.4K 0.34% 68
2021
Q2
$5.28M Sell
67,388
-53,271
-44% -$4.18M 0.35% 68
2021
Q1
$8.96M Buy
120,659
+14,129
+13% +$1.05M 0.31% 72
2020
Q4
$8.32M Sell
106,530
-3,564
-3% -$278K 0.36% 64
2020
Q3
$8.71M Buy
110,094
+5,284
+5% +$418K 0.44% 53
2020
Q2
$7.73M Sell
104,810
-12,606
-11% -$930K 0.43% 58
2020
Q1
$8.62M Buy
117,416
+3,618
+3% +$266K 0.64% 28
2019
Q4
$9.88M Buy
113,798
+3,111
+3% +$270K 0.75% 24
2019
Q3
$8.89M Buy
+110,687
New +$8.89M 0.73% 27
2019
Q1
$7.03M Buy
88,534
+575
+0.7% +$45.6K 0.78% 31
2018
Q4
$6.41M Sell
87,959
-601
-0.7% -$43.8K 0.91% 25
2018
Q3
$6M Buy
+88,560
New +$6M 0.87% 25