Waddell & Associates’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Buy |
12,326
+6,151
| +100% | +$487K | 0.1% | 61 |
|
|
2025
Q1 | $554K | Sell |
6,175
-1,116
| -15% | -$100K | 0.07% | 75 |
|
|
2024
Q4 | $725K | Buy |
7,291
+3
| +0% | +$298 | 0.07% | 64 |
|
|
2024
Q3 | $828K | Sell |
7,288
-42
| -0.6% | -$4.77K | 0.1% | 59 |
|
|
2024
Q2 | $907K | Buy |
7,330
+3
| +0% | +$371 | 0.12% | 51 |
|
|
2024
Q1 | $967K | Sell |
7,327
-1,014
| -12% | -$134K | 0.13% | 48 |
|
|
2023
Q4 | $907K | Buy |
8,341
+1,956
| +31% | +$213K | 0.12% | 48 |
|
|
2023
Q3 | $657K | Sell |
6,385
-1,219
| -16% | -$126K | 0.1% | 65 |
|
|
2023
Q2 | $877K | Buy |
7,604
+504
| +7% | +$58.2K | 0.13% | 54 |
|
|
2023
Q1 | $755K | Sell |
7,100
-172
| -2% | -$18.3K | 0.12% | 56 |
|
|
2022
Q4 | $807K | Buy |
7,272
+224
| +3% | +$24.9K | 0.14% | 53 |
|
|
2022
Q3 | $607K | Buy |
7,048
+153
| +2% | +$13.2K | 0.12% | 54 |
|
|
2022
Q2 | $629K | Buy |
6,895
+27
| +0.4% | +$2.46K | 0.13% | 56 |
|
|
2022
Q1 | $564K | Buy |
6,868
+92
| +1% | +$7.56K | 0.09% | 61 |
|
|
2021
Q4 | $519K | Buy |
6,776
+478
| +8% | +$36.6K | 0.08% | 67 |
|
|
2021
Q3 | $473K | Buy |
6,298
+3
| +0% | +$225 | 0.08% | 66 |
|
|
2021
Q2 | $490 | Buy |
+6,295
| New | +$490 | 0.07% | 63 |
|