Wealth Advisors of Iowa’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,413
| Closed | -$217K | – | 81 |
|
|
2025
Q1 | $217K | Buy |
2,413
+16
| +0.7% | +$1.44K | 0.09% | 66 |
|
|
2024
Q4 | $238K | Buy |
2,397
+14
| +0.6% | +$1.39K | 0.12% | 56 |
|
|
2024
Q3 | $271K | Buy |
2,383
+12
| +0.5% | +$1.36K | 0.14% | 50 |
|
|
2024
Q2 | $294K | Buy |
2,371
+12
| +0.5% | +$1.49K | 0.16% | 36 |
|
|
2024
Q1 | $311K | Buy |
2,359
+12
| +0.5% | +$1.58K | 0.19% | 44 |
|
|
2023
Q4 | $256K | Buy |
2,347
+14
| +0.6% | +$1.53K | 0.17% | 49 |
|
|
2023
Q3 | $240K | Buy |
2,333
+13
| +0.6% | +$1.34K | 0.17% | 50 |
|
|
2023
Q2 | $268K | Buy |
2,320
+12
| +0.5% | +$1.39K | 0.19% | 51 |
|
|
2023
Q1 | $246K | Sell |
2,308
-1,135
| -33% | -$121K | 0.19% | 49 |
|
|
2022
Q4 | $382K | Buy |
3,443
+1,096
| +47% | +$122K | 0.31% | 36 |
|
|
2022
Q3 | $202K | Sell |
2,347
-10,650
| -82% | -$917K | 0.19% | 50 |
|
|
2022
Q2 | $1.11M | Buy |
12,997
+4,668
| +56% | +$398K | 0.19% | 39 |
|
|
2022
Q1 | $684K | Buy |
8,329
+2,590
| +45% | +$213K | 0.34% | 28 |
|
|
2021
Q4 | $440K | Buy |
5,739
+2,025
| +55% | +$155K | 0.24% | 35 |
|
|
2021
Q3 | $279K | Buy |
+3,714
| New | +$279K | 0.15% | 47 |
|