Wade Financial Advisory’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,050
| Closed | -$204K | – | 79 |
|
|
2024
Q4 | $204K | Hold |
2,050
| – | – | 0.07% | 78 |
|
|
2024
Q3 | $233K | Hold |
2,050
| – | – | 0.08% | 75 |
|
|
2024
Q2 | $254K | Hold |
2,050
| – | – | 0.09% | 70 |
|
|
2024
Q1 | $271K | Hold |
2,050
| – | – | 0.1% | 67 |
|
|
2023
Q4 | $224K | Buy |
+2,050
| New | +$224K | 0.08% | 75 |
|
|
2023
Q3 | – | Sell |
-2,587
| Closed | -$299K | – | 74 |
|
|
2023
Q2 | $299K | Hold |
2,587
| – | – | 0.12% | 62 |
|
|
2023
Q1 | $275K | Hold |
2,587
| – | – | 0.12% | 65 |
|
|
2022
Q4 | $287K | Hold |
2,587
| – | – | 0.13% | 69 |
|
|
2022
Q3 | $223K | Hold |
2,587
| – | – | 0.11% | 71 |
|
|
2022
Q2 | $236K | Buy |
+2,587
| New | +$236K | 0.11% | 71 |
|
|
2022
Q1 | – | Sell |
-3,711
| Closed | -$284K | – | 80 |
|
|
2021
Q4 | $284K | Hold |
3,711
| – | – | 0.15% | 64 |
|
|
2021
Q3 | $279K | Hold |
3,711
| – | – | 0.16% | 63 |
|
|
2021
Q2 | $289K | Sell |
3,711
-178
| -5% | -$13.9K | 0.16% | 62 |
|
|
2021
Q1 | $286K | Hold |
3,889
| – | – | 0.18% | 59 |
|
|
2020
Q4 | $304K | Sell |
3,889
-105
| -3% | -$8.21K | 0.2% | 55 |
|
|
2020
Q3 | $316K | Hold |
3,994
| – | – | 0.25% | 53 |
|
|
2020
Q2 | $295K | Hold |
3,994
| – | – | 0.26% | 53 |
|
|
2020
Q1 | $293K | Hold |
3,994
| – | – | 0.29% | 49 |
|
|
2019
Q4 | $347K | Buy |
+3,994
| New | +$347K | 0.31% | 49 |
|