Walter & Keenan Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
34,168
+607
| +2% | +$48.1K | 0.79% | 38 |
|
|
2025
Q1 | $3.01M | Buy |
33,561
+447
| +1% | +$40.1K | 0.91% | 31 |
|
|
2024
Q4 | $3.29M | Sell |
33,114
-914
| -3% | -$90.9K | 1% | 27 |
|
|
2024
Q3 | $3.86M | Buy |
34,028
+149
| +0.4% | +$16.9K | 1.17% | 20 |
|
|
2024
Q2 | $4.19M | Buy |
33,879
+116
| +0.3% | +$14.4K | 1.34% | 19 |
|
|
2024
Q1 | $4.46M | Sell |
33,763
-1,132
| -3% | -$149K | 1.46% | 19 |
|
|
2023
Q4 | $3.8M | Buy |
34,895
+470
| +1% | +$51.2K | 1.36% | 21 |
|
|
2023
Q3 | $3.54M | Sell |
34,425
-90
| -0.3% | -$9.27K | 1.38% | 21 |
|
|
2023
Q2 | $3.98M | Hold |
34,515
| – | – | 1.46% | 17 |
|
|
2023
Q1 | $3.67M | Sell |
34,515
-1,810
| -5% | -$193K | 1.39% | 19 |
|
|
2022
Q4 | $4.03M | Buy |
36,325
+526
| +1% | +$58.4K | 1.58% | 17 |
|
|
2022
Q3 | $3.08M | Buy |
35,799
+103
| +0.3% | +$8.87K | 1.31% | 24 |
|
|
2022
Q2 | $3.25M | Buy |
35,696
+100
| +0.3% | +$9.12K | 1.29% | 26 |
|
|
2022
Q1 | $2.92M | Hold |
35,596
| – | – | 0.99% | 32 |
|
|
2021
Q4 | $2.73M | Buy |
35,596
+500
| +1% | +$38.3K | 0.89% | 36 |
|
|
2021
Q3 | $2.64M | Sell |
35,096
-803
| -2% | -$60.3K | 0.89% | 37 |
|
|
2021
Q2 | $2.79M | Sell |
35,899
-3,644
| -9% | -$283K | 0.96% | 33 |
|
|
2021
Q1 | $2.91M | Sell |
39,543
-7,174
| -15% | -$528K | 1.03% | 30 |
|
|
2020
Q4 | $3.65M | Sell |
46,717
-888
| -2% | -$69.3K | 1.32% | 23 |
|
|
2020
Q3 | $3.77M | Buy |
47,605
+311
| +0.7% | +$24.6K | 1.49% | 21 |
|
|
2020
Q2 | $3.49M | Sell |
47,294
-1,871
| -4% | -$138K | 1.42% | 21 |
|
|
2020
Q1 | $3.47M | Buy |
49,165
+4,809
| +11% | +$339K | 1.38% | 18 |
|
|
2019
Q4 | $3.85M | Sell |
44,356
-5,487
| -11% | -$476K | 1.48% | 20 |
|
|
2019
Q3 | $4M | Buy |
49,843
+5,188
| +12% | +$417K | 1.52% | 20 |
|
|
2019
Q2 | $3.57M | Hold |
44,655
| – | – | 1.57% | 20 |
|
|
2019
Q1 | $3.54M | Buy |
44,655
+128
| +0.3% | +$10.2K | 1.56% | 21 |
|
|
2018
Q4 | $3.25M | Sell |
44,527
-27
| -0.1% | -$1.97K | 1.46% | 22 |
|
|
2018
Q3 | $3.02K | Hold |
44,554
| – | – | 0.9% | 23 |
|
|
2018
Q2 | $2.58M | Buy |
44,554
+315
| +0.7% | +$18.2K | 1.11% | 28 |
|
|
2018
Q1 | $2.3M | Buy |
44,239
+629
| +1% | +$32.7K | 0.99% | 30 |
|
|
2017
Q4 | $2.34M | Buy |
43,610
+4,617
| +12% | +$248K | 0.98% | 29 |
|
|
2017
Q3 | $2.38M | Buy |
38,993
+1,284
| +3% | +$78.4K | 1.1% | 26 |
|
|
2017
Q2 | $2.31M | Sell |
37,709
-5,542
| -13% | -$339K | 1.16% | 25 |
|
|
2017
Q1 | $2.62M | Buy |
43,251
+22
| +0.1% | +$1.33K | 1.36% | 20 |
|
|
2016
Q4 | $2.43M | Buy |
43,229
+397
| +0.9% | +$22.3K | 1.29% | 24 |
|
|
2016
Q3 | $2.55M | Buy |
42,832
+1,048
| +3% | +$62.4K | 1.41% | 21 |
|
|
2016
Q2 | $2.3M | Sell |
41,784
-1,834
| -4% | -$101K | 1.28% | 24 |
|
|
2016
Q1 | $2.2M | Buy |
43,618
+734
| +2% | +$37.1K | 1.26% | 27 |
|
|
2015
Q4 | $2.16M | Buy |
42,884
+5,240
| +14% | +$264K | 1.26% | 24 |
|
|
2015
Q3 | $1.77M | Buy |
37,644
+1,048
| +3% | +$49.4K | 1.1% | 31 |
|
|
2015
Q2 | $1.99M | Buy |
36,596
+2,515
| +7% | +$137K | 1.15% | 28 |
|
|
2015
Q1 | $1.87M | Hold |
34,081
| – | – | 1.06% | 33 |
|
|
2014
Q4 | $1.85M | Hold |
34,081
| – | – | 1.05% | 33 |
|
|
2014
Q3 | $1.93M | Hold |
34,081
| – | – | 1.13% | 29 |
|
|
2014
Q2 | $1.88M | Hold |
34,081
| – | – | 0.98% | 31 |
|
|
2014
Q1 | $1.85M | Buy |
+34,081
| New | +$1.85M | 1.01% | 34 |
|