Waterford 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 | $254K | Buy |
6,690
+3,482
| +109% | +$132K | 0.09% | 48 |
|
|
2025
Q1 | $288K | Hold |
3,208
| – | – | 0.12% | 43 |
|
|
2024
Q4 | $319K | Hold |
3,208
| – | – | 0.16% | 35 |
|
|
2024
Q3 | $364K | Hold |
3,208
| – | – | 0.19% | 35 |
|
|
2024
Q2 | $397K | Hold |
3,208
| – | – | 0.17% | 37 |
|
|
2024
Q1 | $423K | Hold |
3,208
| – | – | 0.18% | 40 |
|
|
2023
Q4 | $350K | Hold |
3,208
| – | – | 0.16% | 36 |
|
|
2023
Q3 | $330K | Hold |
3,208
| – | – | 0.18% | 33 |
|
|
2023
Q2 | $370K | Hold |
3,208
| – | – | 0.18% | 38 |
|
|
2023
Q1 | $341K | Hold |
3,208
| – | – | 0.18% | 37 |
|
|
2022
Q4 | $356K | Buy |
+3,208
| New | +$356K | 0.21% | 38 |
|