TRUE Private Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
6,955
+758
| +12% | +$60K | 0.06% | 136 |
|
|
2025
Q1 | $556K | Buy |
6,197
+696
| +13% | +$62.5K | 0.07% | 125 |
|
|
2024
Q4 | $547K | Sell |
5,501
-49
| -0.9% | -$4.88K | 0.07% | 126 |
|
|
2024
Q3 | $630K | Sell |
5,550
-87
| -2% | -$9.88K | 0.08% | 112 |
|
|
2024
Q2 | $698K | Sell |
5,637
-19
| -0.3% | -$2.35K | 0.08% | 125 |
|
|
2024
Q1 | $746K | Buy |
5,656
+112
| +2% | +$14.8K | 0.09% | 120 |
|
|
2023
Q4 | $604K | Sell |
5,544
-225
| -4% | -$24.5K | 0.08% | 136 |
|
|
2023
Q3 | $594K | Buy |
5,769
+133
| +2% | +$13.7K | 0.08% | 126 |
|
|
2023
Q2 | $650K | Sell |
5,636
-750
| -12% | -$86.5K | 0.1% | 108 |
|
|
2023
Q1 | $679K | Sell |
6,386
-151
| -2% | -$16.1K | 0.1% | 105 |
|
|
2022
Q4 | $725K | Sell |
6,537
-1,066
| -14% | -$118K | 0.11% | 90 |
|
|
2022
Q3 | $654K | Buy |
7,603
+249
| +3% | +$21.4K | 0.1% | 94 |
|
|
2022
Q2 | $670K | Sell |
7,354
-607
| -8% | -$55.3K | 0.1% | 101 |
|
|
2022
Q1 | $704K | Sell |
7,961
-743
| -9% | -$65.7K | 0.1% | 106 |
|
|
2021
Q4 | $667K | Buy |
8,704
+760
| +10% | +$58.2K | 0.09% | 128 |
|
|
2021
Q3 | $601K | Sell |
7,944
-900
| -10% | -$68.1K | 0.09% | 133 |
|
|
2021
Q2 | $693K | Sell |
8,844
-2,693
| -23% | -$211K | 0.1% | 117 |
|
|
2021
Q1 | $856K | Buy |
11,537
+525
| +5% | +$39K | 0.14% | 96 |
|
|
2020
Q4 | $866K | Sell |
11,012
-1,364
| -11% | -$107K | 0.15% | 87 |
|
|
2020
Q3 | $986K | Sell |
12,376
-966
| -7% | -$77K | 0.17% | 77 |
|
|
2020
Q2 | $991K | Buy |
13,342
+427
| +3% | +$31.7K | 0.18% | 77 |
|
|
2020
Q1 | $955K | Sell |
12,915
-4,489
| -26% | -$332K | 0.2% | 67 |
|
|
2019
Q4 | $1.52M | Sell |
17,404
-1,547
| -8% | -$135K | 0.23% | 61 |
|
|
2019
Q3 | $1.53M | Buy |
18,951
+2,042
| +12% | +$165K | 0.26% | 56 |
|
|
2019
Q2 | $1.36M | Buy |
16,909
+1,569
| +10% | +$126K | 0.23% | 60 |
|
|
2019
Q1 | $1.23M | Sell |
15,340
-4,113
| -21% | -$328K | 0.23% | 68 |
|
|
2018
Q4 | $1.43M | Sell |
19,453
-2,442
| -11% | -$179K | 0.25% | 75 |
|
|
2018
Q3 | $1.49M | Sell |
21,895
-69
| -0.3% | -$4.7K | 0.21% | 81 |
|
|
2018
Q2 | $1.28M | Buy |
21,964
+1,459
| +7% | +$85.2K | 0.2% | 78 |
|
|
2018
Q1 | $1.08M | Buy |
20,505
+2,384
| +13% | +$125K | 0.18% | 81 |
|
|
2017
Q4 | $980K | Buy |
18,121
+2,015
| +13% | +$109K | 0.17% | 79 |
|
|
2017
Q3 | $990K | Sell |
16,106
-52
| -0.3% | -$3.2K | 0.22% | 59 |
|
|
2017
Q2 | $995K | Buy |
16,158
+983
| +6% | +$60.5K | 0.23% | 61 |
|
|
2017
Q1 | $914K | Sell |
15,175
-931
| -6% | -$56.1K | 0.21% | 62 |
|
|
2016
Q4 | $954K | Buy |
16,106
+1,863
| +13% | +$110K | 0.23% | 58 |
|
|
2016
Q3 | $849K | Sell |
14,243
-1,149
| -7% | -$68.5K | 0.27% | 52 |
|
|
2016
Q2 | $846K | Buy |
15,392
+51
| +0.3% | +$2.8K | 0.28% | 49 |
|
|
2016
Q1 | $775K | Buy |
15,341
+7,807
| +104% | +$394K | 0.3% | 47 |
|
|
2015
Q4 | $380K | Buy |
+7,534
| New | +$380K | 0.17% | 69 |
|