Spire 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 | $1.98M | Sell |
25,043
-15,557
| -38% | -$1.23M | 0.07% | 229 |
|
2025
Q1 | $3.64M | Sell |
40,600
-2,904
| -7% | -$261K | 0.12% | 158 |
|
2024
Q4 | $4.33M | Sell |
43,504
-15,210
| -26% | -$1.51M | 0.13% | 141 |
|
2024
Q3 | $6.67M | Buy |
58,714
+8,750
| +18% | +$994K | 0.22% | 95 |
|
2024
Q2 | $6.19M | Sell |
49,964
-3,231
| -6% | -$400K | 0.22% | 97 |
|
2024
Q1 | $7.02M | Buy |
53,195
+430
| +0.8% | +$56.7K | 0.13% | 117 |
|
2023
Q4 | $6.27M | Buy |
52,765
+2,491
| +5% | +$296K | 0.21% | 100 |
|
2023
Q3 | $5.18M | Sell |
50,274
-1,390
| -3% | -$143K | 0.2% | 99 |
|
2023
Q2 | $5.96M | Sell |
51,664
-4,380
| -8% | -$505K | 0.22% | 92 |
|
2023
Q1 | $5.96M | Sell |
56,044
-30,776
| -35% | -$3.27M | 0.23% | 96 |
|
2022
Q4 | $9.63M | Buy |
86,820
+16,960
| +24% | +$1.88M | 0.54% | 44 |
|
2022
Q3 | $6.02M | Sell |
69,860
-49,724
| -42% | -$4.28M | 0.37% | 68 |
|
2022
Q2 | $10.9M | Buy |
119,584
+50,842
| +74% | +$4.64M | 0.45% | 54 |
|
2022
Q1 | $5.64M | Sell |
68,742
-10,350
| -13% | -$849K | 0.15% | 145 |
|
2021
Q4 | $6.06M | Buy |
79,092
+17,464
| +28% | +$1.34M | 0.13% | 157 |
|
2021
Q3 | $4.63M | Sell |
61,628
-2,435
| -4% | -$183K | 0.12% | 166 |
|
2021
Q2 | $4.98M | Sell |
64,063
-18,947
| -23% | -$1.47M | 0.13% | 166 |
|
2021
Q1 | $5.92M | Buy |
+83,010
| New | +$5.92M | 0.16% | 143 |
|