Walkner Condon Financial 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 | $258K | Buy |
3,253
+173
| +6% | +$13.7K | 0.05% | 236 |
|
|
2025
Q1 | $276K | Sell |
3,080
-3
| -0.1% | -$269 | 0.06% | 214 |
|
|
2024
Q4 | $307K | Sell |
3,083
-1,610
| -34% | -$160K | 0.06% | 212 |
|
|
2024
Q3 | $533K | Buy |
4,693
+283
| +6% | +$32.1K | 0.11% | 150 |
|
|
2024
Q2 | $546K | Sell |
4,410
-1,012
| -19% | -$125K | 0.12% | 136 |
|
|
2024
Q1 | $715K | Buy |
5,422
+411
| +8% | +$54.2K | 0.15% | 118 |
|
|
2023
Q4 | $546K | Sell |
5,011
-81
| -2% | -$8.83K | 0.12% | 136 |
|
|
2023
Q3 | $524K | Buy |
5,092
+283
| +6% | +$29.1K | 0.14% | 130 |
|
|
2023
Q2 | $555K | Buy |
4,809
+748
| +18% | +$86.3K | 0.15% | 121 |
|
|
2023
Q1 | $432K | Sell |
4,061
-191
| -4% | -$20.3K | 0.12% | 145 |
|
|
2022
Q4 | $472K | Sell |
4,252
-30
| -0.7% | -$3.33K | 0.14% | 131 |
|
|
2022
Q3 | $369K | Buy |
4,282
+985
| +30% | +$84.9K | 0.12% | 141 |
|
|
2022
Q2 | $301K | Sell |
3,297
-124
| -4% | -$11.3K | 0.09% | 169 |
|
|
2022
Q1 | $281K | Buy |
+3,421
| New | +$281K | 0.08% | 179 |
|