TriaGen Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
3,089
+179
| +6% | +$14.2K | 0.07% | 157 |
|
|
2025
Q1 | $261K | Hold |
2,910
| – | – | 0.09% | 144 |
|
|
2024
Q4 | $289K | Sell |
2,910
-38
| -1% | -$3.78K | 0.1% | 142 |
|
|
2024
Q3 | $335K | Hold |
2,948
| – | – | 0.11% | 138 |
|
|
2024
Q2 | $365K | Hold |
2,948
| – | – | 0.14% | 121 |
|
|
2024
Q1 | $389K | Hold |
2,948
| – | – | 0.16% | 113 |
|
|
2023
Q4 | $321K | Buy |
2,948
+110
| +4% | +$12K | 0.15% | 119 |
|
|
2023
Q3 | $292K | Hold |
2,838
| – | – | 0.15% | 117 |
|
|
2023
Q2 | $327K | Hold |
2,838
| – | – | 0.15% | 125 |
|
|
2023
Q1 | $302K | Buy |
2,838
+20
| +0.7% | +$2.13K | 0.15% | 122 |
|
|
2022
Q4 | $313K | Sell |
2,818
-27
| -0.9% | -$3K | 0.17% | 126 |
|
|
2022
Q3 | $245K | Hold |
2,845
| – | – | 0.14% | 137 |
|
|
2022
Q2 | $259K | Buy |
2,845
+27
| +1% | +$2.46K | 0.18% | 120 |
|
|
2022
Q1 | $231K | Hold |
2,818
| – | – | 0.12% | 156 |
|
|
2021
Q4 | $216K | Hold |
2,818
| – | – | 0.11% | 170 |
|
|
2021
Q3 | $212K | Hold |
2,818
| – | – | 0.12% | 170 |
|
|
2021
Q2 | $217K | Sell |
2,818
-135
| -5% | -$10.4K | 0.11% | 168 |
|
|
2021
Q1 | $217K | Hold |
2,953
| – | – | 0.12% | 159 |
|
|
2020
Q4 | $231K | Buy |
+2,953
| New | +$231K | 0.14% | 155 |
|