Summit Wealth & Retirement 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 | $397K | Buy |
5,016
+279
| +6% | +$22.1K | 0.11% | 64 |
|
|
2025
Q1 | $425K | Buy |
4,737
+62
| +1% | +$5.57K | 0.13% | 50 |
|
|
2024
Q4 | $465K | Buy |
4,675
+133
| +3% | +$13.2K | 0.14% | 45 |
|
|
2024
Q3 | $516K | Buy |
4,542
+1
| +0% | +$114 | 0.16% | 39 |
|
|
2024
Q2 | $562K | Sell |
4,541
-152
| -3% | -$18.8K | 0.19% | 33 |
|
|
2024
Q1 | $619K | Sell |
4,693
-70
| -1% | -$9.24K | 0.22% | 30 |
|
|
2023
Q4 | $519K | Buy |
4,763
+1
| +0% | +$109 | 0.22% | 33 |
|
|
2023
Q3 | $490K | Buy |
4,762
+2
| +0% | +$206 | 0.2% | 36 |
|
|
2023
Q2 | $549K | Buy |
4,760
+1
| +0% | +$115 | 0.22% | 36 |
|
|
2023
Q1 | $506K | Buy |
+4,759
| New | +$506K | 0.19% | 52 |
|
|
2022
Q2 | – | Sell |
-2,901
| Closed | -$238K | – | 118 |
|
|
2022
Q1 | $238K | Buy |
+2,901
| New | +$238K | 0.08% | 95 |
|
|
2021
Q1 | – | Sell |
-17,269
| Closed | -$1.35M | – | 116 |
|
|
2020
Q4 | $1.35M | Sell |
17,269
-29
| -0.2% | -$2.26K | 0.51% | 38 |
|
|
2020
Q3 | $1.37M | Buy |
17,298
+32
| +0.2% | +$2.53K | 0.59% | 35 |
|
|
2020
Q2 | $1.27M | Buy |
17,266
+2
| +0% | +$148 | 0.6% | 39 |
|
|
2020
Q1 | $1.27M | Buy |
17,264
+205
| +1% | +$15K | 0.68% | 38 |
|
|
2019
Q4 | $1.48M | Buy |
17,059
+106
| +0.6% | +$9.2K | 0.66% | 34 |
|
|
2019
Q3 | $1.36M | Sell |
16,953
-523
| -3% | -$42K | 0.82% | 28 |
|
|
2019
Q2 | $1.4M | Buy |
17,476
+2
| +0% | +$160 | 0.82% | 29 |
|
|
2019
Q1 | $1.39M | Buy |
17,474
+195
| +1% | +$15.5K | 0.82% | 29 |
|
|
2018
Q4 | $1.26M | Buy |
+17,279
| New | +$1.26M | 0.96% | 27 |
|