Summit Wealth Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
3,981
+204
| +5% | +$16.1K | 0.08% | 84 |
|
|
2025
Q1 | $339K | Buy |
3,777
+360
| +11% | +$32.3K | 0.1% | 75 |
|
|
2024
Q4 | $340K | Sell |
3,417
-53
| -2% | -$5.27K | 0.1% | 71 |
|
|
2024
Q3 | $394K | Buy |
3,470
+3
| +0.1% | +$341 | 0.11% | 61 |
|
|
2024
Q2 | $429K | Buy |
3,467
+22
| +0.6% | +$2.72K | 0.13% | 58 |
|
|
2024
Q1 | $455K | Buy |
3,445
+3
| +0.1% | +$396 | 0.31% | 27 |
|
|
2023
Q4 | $375K | Sell |
3,442
-50
| -1% | -$5.45K | 0.29% | 26 |
|
|
2023
Q3 | $360K | Buy |
3,492
+450
| +15% | +$46.4K | 0.32% | 26 |
|
|
2023
Q2 | $351K | Sell |
3,042
-320,612
| -99% | -$37M | 0.14% | 54 |
|
|
2023
Q1 | $3K | Buy |
323,654
+321,512
| +15,010% | +$2.98K | 0.07% | 72 |
|
|
2022
Q4 | $238K | Buy |
+2,142
| New | +$238K | 0.25% | 28 |
|
|
2022
Q3 | – | Sell |
-2,224
| Closed | -$203K | – | 24 |
|
|
2022
Q2 | $203K | Buy |
+2,224
| New | +$203K | 0.24% | 23 |
|
|
2021
Q3 | – | Sell |
-1,704
| Closed | -$133K | – | 157 |
|
|
2021
Q2 | $133K | Sell |
1,704
-82
| -5% | -$6.4K | 0.2% | 34 |
|
|
2021
Q1 | $131K | Buy |
+1,786
| New | +$131K | 0.21% | 26 |
|