Sterling Financial Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
3,014
-54
| -2% | -$4.28K | 0.08% | 103 |
|
|
2025
Q1 | $275K | Sell |
3,068
-11
| -0.4% | -$987 | 0.1% | 92 |
|
|
2024
Q4 | $306K | Buy |
3,079
+975
| +46% | +$97K | 0.11% | 83 |
|
|
2024
Q3 | $239K | Hold |
2,104
| – | – | 0.09% | 100 |
|
|
2024
Q2 | $260K | Hold |
2,104
| – | – | 0.11% | 94 |
|
|
2024
Q1 | $278K | Hold |
2,104
| – | – | 0.11% | 91 |
|
|
2023
Q4 | $229K | Buy |
+2,104
| New | +$229K | 0.1% | 95 |
|
|
2023
Q3 | – | Sell |
-1,957
| Closed | -$226K | – | 95 |
|
|
2023
Q2 | $226K | Sell |
1,957
-43
| -2% | -$4.96K | 0.11% | 91 |
|
|
2023
Q1 | $213K | Sell |
2,000
-93
| -4% | -$9.89K | 0.12% | 94 |
|
|
2022
Q4 | $232K | Buy |
+2,093
| New | +$232K | 0.14% | 85 |
|
|
2022
Q3 | – | Sell |
-2,413
| Closed | -$220K | – | 85 |
|
|
2022
Q2 | $220K | Sell |
2,413
-114
| -5% | -$10.4K | 0.15% | 86 |
|
|
2022
Q1 | $207K | Buy |
+2,527
| New | +$207K | 0.13% | 90 |
|
|
2021
Q4 | – | Sell |
-1,710
| Closed | -$128K | – | 278 |
|
|
2021
Q3 | $128K | Buy |
1,710
+251
| +17% | +$18.8K | 0.08% | 113 |
|
|
2021
Q2 | $113K | Buy |
1,459
+140
| +11% | +$10.8K | 0.07% | 112 |
|
|
2021
Q1 | $97K | Hold |
1,319
| – | – | 0.07% | 107 |
|
|
2020
Q4 | $103K | Buy |
+1,319
| New | +$103K | 0.08% | 103 |
|