Symphony Financial’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
+47,250
| New | +$4.06M | 0.53% | 49 |
|
|
2025
Q1 | – | Sell |
-37,238
| Closed | -$3.58M | – | 168 |
|
|
2024
Q4 | $3.58M | Buy |
37,238
+26,350
| +242% | +$2.54M | 0.56% | 47 |
|
|
2024
Q3 | $1.24M | Buy |
10,888
+1,077
| +11% | +$122K | 0.2% | 89 |
|
|
2024
Q2 | $1.27M | Buy |
9,811
+916
| +10% | +$119K | 0.23% | 83 |
|
|
2024
Q1 | $1.17M | Buy |
8,895
+671
| +8% | +$88.5K | 0.27% | 74 |
|
|
2023
Q4 | $974K | Buy |
8,224
+364
| +5% | +$43.1K | 0.21% | 85 |
|
|
2023
Q3 | $806K | Sell |
7,860
-536
| -6% | -$55K | 0.2% | 88 |
|
|
2023
Q2 | $953K | Sell |
8,396
-870
| -9% | -$98.8K | 0.23% | 84 |
|
|
2023
Q1 | $981K | Buy |
9,266
+3,351
| +57% | +$355K | 0.25% | 79 |
|
|
2022
Q4 | $663K | Buy |
5,915
+318
| +6% | +$35.6K | 0.18% | 107 |
|
|
2022
Q3 | $485K | Buy |
5,597
+543
| +11% | +$47.1K | 0.16% | 136 |
|
|
2022
Q2 | $468K | Buy |
5,054
+649
| +15% | +$60.1K | 0.14% | 137 |
|
|
2022
Q1 | $382K | Buy |
4,405
+1,165
| +36% | +$101K | 0.09% | 148 |
|
|
2021
Q4 | $249K | Buy |
+3,240
| New | +$249K | 0.07% | 164 |
|
|
2021
Q3 | – | Sell |
-2,969
| Closed | -$232K | – | 181 |
|
|
2021
Q2 | $232K | Sell |
2,969
-1,470
| -33% | -$115K | 0.08% | 156 |
|
|
2021
Q1 | $321K | Sell |
4,439
-1,638
| -27% | -$118K | 0.08% | 144 |
|
|
2020
Q4 | $470K | Sell |
6,077
-173
| -3% | -$13.4K | 0.17% | 97 |
|
|
2020
Q3 | $495K | Buy |
6,250
+245
| +4% | +$19.4K | 0.2% | 77 |
|
|
2020
Q2 | $443K | Buy |
6,005
+1,854
| +45% | +$137K | 0.21% | 87 |
|
|
2020
Q1 | $305K | Buy |
+4,151
| New | +$305K | 0.21% | 71 |
|