Waypoint Wealth Counsel’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
8,809
+5,481
| +165% | +$434K | 0.35% | 47 |
|
|
2025
Q1 | $299K | Buy |
3,328
+322
| +11% | +$28.9K | 0.19% | 75 |
|
|
2024
Q4 | $299K | Buy |
3,006
+127
| +4% | +$12.6K | 0.2% | 71 |
|
|
2024
Q3 | $327K | Sell |
2,879
-47
| -2% | -$5.34K | 0.22% | 67 |
|
|
2024
Q2 | $362K | Buy |
2,926
+19
| +0.7% | +$2.35K | 0.28% | 56 |
|
|
2024
Q1 | $384K | Buy |
2,907
+82
| +3% | +$10.8K | 0.3% | 54 |
|
|
2023
Q4 | $308K | Sell |
2,825
-370
| -12% | -$40.3K | 0.26% | 66 |
|
|
2023
Q3 | $329K | Buy |
3,195
+1
| +0% | +$103 | 0.31% | 54 |
|
|
2023
Q2 | $369K | Sell |
3,194
-11
| -0.3% | -$1.27K | 0.33% | 55 |
|
|
2023
Q1 | $341K | Buy |
3,205
+48
| +2% | +$5.11K | 0.26% | 59 |
|
|
2022
Q4 | $350K | Buy |
+3,157
| New | +$350K | 0.28% | 66 |
|