Valley Wealth Managers’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.81M Sell
48,157
-1,678
-3% -$133K 0.27% 88
2025
Q1
$4.47M Buy
49,835
+10,601
+27% +$952K 0.34% 60
2024
Q4
$3.9M Sell
39,234
-2,255
-5% -$224K 0.29% 73
2024
Q3
$4.71M Buy
41,489
+78
+0.2% +$8.86K 0.35% 60
2024
Q2
$5.13M Sell
41,411
-2,891
-7% -$358K 0.41% 54
2024
Q1
$5.85M Sell
44,302
-2,627
-6% -$347K 0.44% 53
2023
Q4
$5.12M Sell
46,929
-848
-2% -$92.4K 0.4% 57
2023
Q3
$4.92M Sell
47,777
-1,165
-2% -$120K 0.41% 60
2023
Q2
$5.65M Sell
48,942
-5,031
-9% -$581K 0.51% 45
2023
Q1
$5.74M Sell
53,973
-2,165
-4% -$230K 0.52% 46
2022
Q4
$6.23M Sell
56,138
-2,386
-4% -$265K 0.58% 45
2022
Q3
$5.04M Sell
58,524
-3,218
-5% -$277K 0.5% 47
2022
Q2
$5.63M Sell
61,742
-3,636
-6% -$331K 0.53% 46
2022
Q1
$5.36M Buy
65,378
+2,823
+5% +$232K 0.45% 51
2021
Q4
$4.8M Buy
62,555
+1,019
+2% +$78.1K 0.38% 60
2021
Q3
$4.62M Sell
61,536
-315
-0.5% -$23.7K 0.4% 55
2021
Q2
$4.81M Buy
61,851
+22
+0% +$1.71K 0.41% 52
2021
Q1
$4.55M Buy
61,829
+8,449
+16% +$621K 0.41% 51
2020
Q4
$4.17M Buy
53,380
+836
+2% +$65.2K 0.41% 52
2020
Q3
$4.16M Sell
52,544
-7,187
-12% -$569K 0.46% 50
2020
Q2
$4.41M Buy
59,731
+985
+2% +$72.7K 0.49% 49
2020
Q1
$4.31M Buy
58,746
+1,112
+2% +$81.6K 0.56% 48
2019
Q4
$5M Sell
57,634
-370
-0.6% -$32.1K 0.5% 47
2019
Q3
$4.66M Buy
58,004
+8,527
+17% +$685K 0.49% 47
2019
Q2
$3.96M Buy
49,477
+4,892
+11% +$391K 0.42% 48
2019
Q1
$3.54M Sell
44,585
-1,306
-3% -$104K 0.39% 48
2018
Q4
$3.35M Buy
45,891
+5,961
+15% +$435K 0.44% 47
2018
Q3
$2.7M Buy
39,930
+2,343
+6% +$159K 0.32% 49
2018
Q2
$2.18M Sell
37,587
-1,718
-4% -$99.5K 0.27% 52
2018
Q1
$2.04M Buy
39,305
+1,187
+3% +$61.7K 0.25% 54
2017
Q4
$2.05M Sell
38,118
-639
-2% -$34.3K 0.25% 56
2017
Q3
$2.37M Sell
38,757
-4,748
-11% -$290K 0.3% 50
2017
Q2
$2.66M Sell
43,505
-9,260
-18% -$566K 0.36% 45
2017
Q1
$3.2M Buy
52,765
+1,212
+2% +$73.5K 0.42% 46
2016
Q4
$2.9M Sell
51,553
-299
-0.6% -$16.8K 0.41% 46
2016
Q3
$3.09M Buy
51,852
+3,445
+7% +$205K 0.45% 44
2016
Q2
$2.66M Buy
48,407
+17,649
+57% +$970K 0.41% 45
2016
Q1
$1.55M Buy
30,758
+8,644
+39% +$436K 0.26% 50
2015
Q4
$1.12M Sell
22,114
-19
-0.1% -$958 0.2% 66
2015
Q3
$1.04M Sell
22,133
-1,451
-6% -$68.4K 0.19% 67
2015
Q2
$1.28M Sell
23,584
-1,771
-7% -$96.2K 0.22% 55
2015
Q1
$1.39M Buy
25,355
+1,329
+6% +$72.9K 0.24% 54
2014
Q4
$1.3M Buy
24,026
+1,248
+5% +$67.6K 0.23% 58
2014
Q3
$1.29M Buy
22,778
+875
+4% +$49.5K 0.25% 50
2014
Q2
$1.21M Buy
21,903
+1,640
+8% +$90.5K 0.23% 52
2014
Q1
$1.1M Buy
20,263
+639
+3% +$34.6K 0.22% 53
2013
Q4
$937K Buy
+19,624
New +$937K 0.19% 56