Summit Wealth & Retirement Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $374K | Sell |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $490K | Buy |
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|
2023
Q2 | $549K | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $1.48M | Buy |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1.26M | Buy |
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