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