Tempus Wealth 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 | $443K | Sell |
5,600
-353
| -6% | -$27.9K | 0.11% | 175 |
|
|
2025
Q1 | $534K | Buy |
5,953
+170
| +3% | +$15.3K | 0.16% | 144 |
|
|
2024
Q4 | $575K | Sell |
5,783
-642
| -10% | -$63.9K | 0.18% | 127 |
|
|
2024
Q3 | $730K | Buy |
6,425
+309
| +5% | +$35.1K | 0.27% | 100 |
|
|
2024
Q2 | $757K | Buy |
6,116
+411
| +7% | +$50.9K | 0.32% | 88 |
|
|
2024
Q1 | $753K | Buy |
5,705
+307
| +6% | +$40.5K | 0.33% | 84 |
|
|
2023
Q4 | $588K | Sell |
5,398
-28
| -0.5% | -$3.05K | 0.26% | 92 |
|
|
2023
Q3 | $559K | Sell |
5,426
-3,946
| -42% | -$406K | 0.28% | 82 |
|
|
2023
Q2 | $1.08M | Sell |
9,372
-216
| -2% | -$24.9K | 0.49% | 61 |
|
|
2023
Q1 | $1.02M | Sell |
9,588
-610
| -6% | -$64.9K | 0.5% | 54 |
|
|
2022
Q4 | $1.13M | Buy |
10,198
+159
| +2% | +$17.6K | 0.69% | 41 |
|
|
2022
Q3 | $865K | Buy |
10,039
+1,760
| +21% | +$152K | 0.58% | 46 |
|
|
2022
Q2 | $755K | Hold |
8,279
| – | – | 0.62% | 47 |
|
|
2022
Q1 | $679K | Sell |
8,279
-464
| -5% | -$38.1K | 0.48% | 54 |
|
|
2021
Q4 | $670K | Sell |
8,743
-794
| -8% | -$60.8K | 0.36% | 77 |
|
|
2021
Q3 | $716K | Hold |
9,537
| – | – | 0.41% | 69 |
|
|
2021
Q2 | $742K | Sell |
9,537
-247
| -3% | -$19.2K | 0.49% | 62 |
|
|
2021
Q1 | $720K | Buy |
9,784
+1,325
| +16% | +$97.5K | 0.76% | 35 |
|
|
2020
Q4 | $660K | Buy |
8,459
+555
| +7% | +$43.3K | 0.85% | 24 |
|
|
2020
Q3 | $626K | Hold |
7,904
| – | – | 0.91% | 22 |
|
|
2020
Q2 | $583K | Hold |
7,904
| – | – | 0.87% | 24 |
|
|
2020
Q1 | $580K | Hold |
7,904
| – | – | 0.95% | 21 |
|
|
2019
Q4 | $686K | Buy |
+7,904
| New | +$686K | 0.61% | 26 |
|