Tilia Fiduciary Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
2,785
+7
| +0.3% | +$554 | 0.13% | 112 |
|
|
2025
Q1 | $249K | Buy |
+2,778
| New | +$249K | 0.17% | 102 |
|
|
2024
Q4 | – | Sell |
-1,780
| Closed | -$202K | – | 110 |
|
|
2024
Q3 | $202K | Buy |
+1,780
| New | +$202K | 0.14% | 102 |
|
|
2023
Q3 | – | Sell |
-1,342
| Closed | -$155K | – | 327 |
|
|
2023
Q2 | $155K | Sell |
1,342
-21
| -2% | -$2.42K | 0.14% | 103 |
|
|
2023
Q1 | $145K | Buy |
1,363
+3
| +0.2% | +$319 | 0.14% | 113 |
|
|
2022
Q4 | $151K | Hold |
1,360
| – | – | 0.15% | 112 |
|
|
2022
Q3 | $124K | Buy |
1,360
+5
| +0.4% | +$456 | 0.13% | 119 |
|
|
2022
Q2 | $127K | Buy |
1,355
+8
| +0.6% | +$750 | 0.12% | 122 |
|
|
2022
Q1 | $111K | Buy |
1,347
+95
| +8% | +$7.83K | 0.09% | 141 |
|
|
2021
Q4 | $96K | Buy |
+1,252
| New | +$96K | 0.08% | 160 |
|