U.S. Capital 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 | $2.8M | Buy |
35,420
+2,532
| +8% | +$200K | 0.08% | 236 |
|
|
2025
Q1 | $2.95M | Buy |
32,888
+7,154
| +28% | +$642K | 0.09% | 227 |
|
|
2024
Q4 | $2.56M | Sell |
25,734
-15,640
| -38% | -$1.56M | 0.08% | 259 |
|
|
2024
Q3 | $4.7M | Buy |
41,374
+3,557
| +9% | +$404K | 0.17% | 134 |
|
|
2024
Q2 | $4.68M | Sell |
37,817
-13,384
| -26% | -$1.66M | 0.18% | 127 |
|
|
2024
Q1 | $6.76M | Sell |
51,201
-10,930
| -18% | -$1.44M | 0.26% | 88 |
|
|
2023
Q4 | $6.77M | Buy |
62,131
+841
| +1% | +$91.7K | 0.27% | 90 |
|
|
2023
Q3 | $6.31M | Sell |
61,290
-1,461
| -2% | -$150K | 0.28% | 83 |
|
|
2023
Q2 | $7.24M | Sell |
62,751
-8,268
| -12% | -$954K | 0.34% | 73 |
|
|
2023
Q1 | $7.56M | Sell |
71,019
-18,771
| -21% | -$2M | 0.35% | 66 |
|
|
2022
Q4 | $9.96M | Sell |
89,790
-3,174
| -3% | -$352K | 0.46% | 38 |
|
|
2022
Q3 | $8.01M | Buy |
92,964
+2,652
| +3% | +$228K | 0.41% | 45 |
|
|
2022
Q2 | $8.23M | Sell |
90,312
-1,712
| -2% | -$156K | 0.36% | 60 |
|
|
2022
Q1 | $7.55M | Sell |
92,024
-37,596
| -29% | -$3.08M | 0.28% | 76 |
|
|
2021
Q4 | $9.93M | Sell |
129,620
-12,792
| -9% | -$980K | 0.39% | 58 |
|
|
2021
Q3 | $10.8M | Buy |
+142,412
| New | +$10.8M | 0.47% | 46 |
|