Stiles 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
Q1 | – | Sell |
-13,232
| Closed | -$1.32M | – | 180 |
|
|
2024
Q4 | $1.32M | Sell |
13,232
-1,882
| -12% | -$187K | 0.48% | 66 |
|
|
2024
Q3 | $1.72M | Buy |
15,114
+559
| +4% | +$63.5K | 0.6% | 55 |
|
|
2024
Q2 | $1.8M | Buy |
14,555
+116
| +0.8% | +$14.4K | 0.69% | 48 |
|
|
2024
Q1 | $1.91M | Sell |
14,439
-191
| -1% | -$25.2K | 0.76% | 44 |
|
|
2023
Q4 | $1.59M | Buy |
14,630
+52
| +0.4% | +$5.67K | 0.72% | 47 |
|
|
2023
Q3 | $1.5M | Buy |
14,578
+817
| +6% | +$84.1K | 0.78% | 40 |
|
|
2023
Q2 | $1.59M | Buy |
13,761
+1,282
| +10% | +$148K | 0.79% | 39 |
|
|
2023
Q1 | $1.33M | Buy |
12,479
+1,941
| +18% | +$207K | 0.71% | 44 |
|
|
2022
Q4 | $1.17M | Buy |
10,538
+837
| +9% | +$92.9K | 0.67% | 47 |
|
|
2022
Q3 | $835K | Buy |
9,701
+1,265
| +15% | +$109K | 0.51% | 58 |
|
|
2022
Q2 | $769K | Buy |
8,436
+110
| +1% | +$10K | 0.46% | 65 |
|
|
2022
Q1 | $683K | Buy |
8,326
+929
| +13% | +$76.2K | 0.34% | 84 |
|
|
2021
Q4 | $567K | Buy |
+7,397
| New | +$567K | 0.27% | 97 |
|