TruWealth 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 | $307K | Sell |
3,883
-5,950
| -61% | -$471K | 0.02% | 138 |
|
|
2025
Q1 | $883K | Buy |
9,833
+755
| +8% | +$67.8K | 0.05% | 86 |
|
|
2024
Q4 | $903K | Sell |
9,078
-124
| -1% | -$12.3K | 0.05% | 83 |
|
|
2024
Q3 | $1.05M | Buy |
9,202
+294
| +3% | +$33.4K | 0.06% | 80 |
|
|
2024
Q2 | $1.1M | Buy |
8,908
+344
| +4% | +$42.6K | 0.07% | 79 |
|
|
2024
Q1 | $1.13M | Buy |
8,564
+794
| +10% | +$105K | 0.08% | 79 |
|
|
2023
Q4 | $847K | Buy |
7,770
+449
| +6% | +$49K | 0.06% | 77 |
|
|
2023
Q3 | $754K | Sell |
7,321
-953
| -12% | -$98.1K | 0.06% | 79 |
|
|
2023
Q2 | $955K | Buy |
8,274
+272
| +3% | +$31.4K | 0.08% | 76 |
|
|
2023
Q1 | $851K | Buy |
8,002
+324
| +4% | +$34.5K | 0.08% | 77 |
|
|
2022
Q4 | $852K | Buy |
7,678
+1,151
| +18% | +$128K | 0.08% | 79 |
|
|
2022
Q3 | $562K | Sell |
6,527
-1,005
| -13% | -$86.5K | 0.06% | 82 |
|
|
2022
Q2 | $687K | Buy |
7,532
+2,506
| +50% | +$229K | 0.07% | 74 |
|
|
2022
Q1 | $412K | Buy |
5,026
+2,394
| +91% | +$196K | 0.04% | 81 |
|
|
2021
Q4 | $202K | Sell |
2,632
-416
| -14% | -$31.9K | 0.02% | 122 |
|
|
2021
Q3 | $229K | Buy |
3,048
+100
| +3% | +$7.51K | 0.03% | 108 |
|
|
2021
Q2 | $229K | Sell |
2,948
-281
| -9% | -$21.8K | 0.03% | 105 |
|
|
2021
Q1 | $238K | Buy |
3,229
+222
| +7% | +$16.4K | 0.03% | 98 |
|
|
2020
Q4 | $235K | Buy |
+3,007
| New | +$235K | 0.04% | 97 |
|