Wambolt & 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 | $257K | Buy |
+3,146
| New | +$257K | 0.09% | 159 |
|
|
2025
Q1 | – | Sell |
-2,367
| Closed | -$235K | – | 178 |
|
|
2024
Q4 | $235K | Sell |
2,367
-1,305
| -36% | -$130K | 0.08% | 171 |
|
|
2024
Q3 | $421K | Hold |
3,672
| – | – | 0.12% | 133 |
|
|
2024
Q2 | $470K | Sell |
3,672
-190
| -5% | -$24.3K | 0.14% | 132 |
|
|
2024
Q1 | $506K | Sell |
3,862
-1,472
| -28% | -$193K | 0.15% | 138 |
|
|
2023
Q4 | $582K | Sell |
5,334
-258
| -5% | -$28.1K | 0.19% | 151 |
|
|
2023
Q3 | $573K | Buy |
5,592
+720
| +15% | +$73.8K | 0.21% | 149 |
|
|
2023
Q2 | $562K | Buy |
4,872
+492
| +11% | +$56.8K | 0.2% | 150 |
|
|
2023
Q1 | $477K | Sell |
4,380
-27
| -0.6% | -$2.94K | 0.17% | 167 |
|
|
2022
Q4 | $489K | Sell |
4,407
-92
| -2% | -$10.2K | 0.19% | 154 |
|
|
2022
Q3 | $387K | Sell |
4,499
-45
| -1% | -$3.87K | 0.16% | 165 |
|
|
2022
Q2 | $414K | Sell |
4,544
-11
| -0.2% | -$1K | 0.17% | 165 |
|
|
2022
Q1 | $380K | Buy |
4,555
+73
| +2% | +$6.09K | 0.14% | 172 |
|
|
2021
Q4 | $344K | Buy |
4,482
+1
| +0% | +$77 | 0.12% | 188 |
|
|
2021
Q3 | $365K | Sell |
4,481
-221
| -5% | -$18K | 0.15% | 170 |
|
|
2021
Q2 | $367K | Buy |
4,702
+662
| +16% | +$51.7K | 0.16% | 173 |
|
|
2021
Q1 | $297K | Sell |
4,040
-693
| -15% | -$50.9K | 0.15% | 179 |
|
|
2020
Q4 | $369K | Buy |
4,733
+9
| +0.2% | +$702 | 0.22% | 148 |
|
|
2020
Q3 | $374K | Sell |
4,724
-79
| -2% | -$6.25K | 0.28% | 126 |
|
|
2020
Q2 | $354K | Buy |
4,803
+708
| +17% | +$52.2K | 0.28% | 131 |
|
|
2020
Q1 | $301K | Buy |
4,095
+804
| +24% | +$59.1K | 0.31% | 114 |
|
|
2019
Q4 | $286K | Buy |
+3,291
| New | +$286K | 0.22% | 136 |
|