Wealth Architects’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
13,170
-992
| -7% | -$78.5K | 0.11% | 89 |
|
|
2025
Q1 | $1.27M | Buy |
14,162
+154
| +1% | +$13.8K | 0.14% | 77 |
|
|
2024
Q4 | $1.39M | Sell |
14,008
-287
| -2% | -$28.6K | 0.16% | 67 |
|
|
2024
Q3 | $1.62M | Sell |
14,295
-235
| -2% | -$26.7K | 0.18% | 61 |
|
|
2024
Q2 | $1.8M | Sell |
14,530
-242
| -2% | -$30K | 0.22% | 55 |
|
|
2024
Q1 | $1.95M | Sell |
14,772
-98
| -0.7% | -$12.9K | 0.26% | 52 |
|
|
2023
Q4 | $1.62M | Sell |
14,870
-298
| -2% | -$32.5K | 0.23% | 55 |
|
|
2023
Q3 | $1.56M | Sell |
15,168
-78
| -0.5% | -$8.03K | 0.27% | 52 |
|
|
2023
Q2 | $1.76M | Sell |
15,246
-260
| -2% | -$30K | 0.29% | 48 |
|
|
2023
Q1 | $1.65M | Buy |
15,506
+290
| +2% | +$30.9K | 0.29% | 45 |
|
|
2022
Q4 | $1.69M | Buy |
15,216
+55
| +0.4% | +$6.1K | 0.32% | 41 |
|
|
2022
Q3 | $1.31M | Buy |
15,161
+8
| +0.1% | +$689 | 0.27% | 43 |
|
|
2022
Q2 | $1.38M | Sell |
15,153
-149
| -1% | -$13.6K | 0.27% | 44 |
|
|
2022
Q1 | $1.26M | Buy |
15,302
+725
| +5% | +$59.5K | 0.21% | 46 |
|
|
2021
Q4 | $1.12M | Buy |
14,577
+273
| +2% | +$20.9K | 0.2% | 53 |
|
|
2021
Q3 | $1.07M | Buy |
14,304
+396
| +3% | +$29.7K | 0.21% | 50 |
|
|
2021
Q2 | $1.08M | Buy |
13,908
+1,373
| +11% | +$107K | 0.21% | 50 |
|
|
2021
Q1 | $922K | Buy |
12,535
+486
| +4% | +$35.7K | 0.2% | 50 |
|
|
2020
Q4 | $940K | Buy |
12,049
+320
| +3% | +$25K | 0.22% | 47 |
|
|
2020
Q3 | $928K | Buy |
11,729
+5
| +0% | +$396 | 0.25% | 40 |
|
|
2020
Q2 | $865K | Sell |
11,724
-40
| -0.3% | -$2.95K | 0.24% | 43 |
|
|
2020
Q1 | $864K | Buy |
11,764
+309
| +3% | +$22.7K | 0.3% | 37 |
|
|
2019
Q4 | $994K | Buy |
11,455
+421
| +4% | +$36.5K | 0.28% | 36 |
|
|
2019
Q3 | $886K | Sell |
11,034
-125
| -1% | -$10K | 0.27% | 38 |
|
|
2019
Q2 | $893K | Sell |
11,159
-940
| -8% | -$75.2K | 0.27% | 36 |
|
|
2019
Q1 | $960K | Sell |
12,099
-1,425
| -11% | -$113K | 0.3% | 34 |
|
|
2018
Q4 | $986K | Buy |
13,524
+123
| +0.9% | +$8.97K | 0.35% | 32 |
|
|
2018
Q3 | $907K | Buy |
13,401
+2,769
| +26% | +$187K | 0.28% | 38 |
|
|
2018
Q2 | $616K | Buy |
10,632
+265
| +3% | +$15.4K | 0.2% | 46 |
|
|
2018
Q1 | $539K | Sell |
10,367
-528
| -5% | -$27.5K | 0.18% | 52 |
|
|
2017
Q4 | $585K | Sell |
10,895
-863
| -7% | -$46.3K | 0.19% | 57 |
|
|
2017
Q3 | $718K | Buy |
11,758
+555
| +5% | +$33.9K | 0.25% | 47 |
|
|
2017
Q2 | $685K | Sell |
11,203
-12
| -0.1% | -$734 | 0.26% | 48 |
|
|
2017
Q1 | $680K | Hold |
11,215
| – | – | 0.27% | 46 |
|
|
2016
Q4 | $630K | Hold |
11,215
| – | – | 0.28% | 47 |
|
|
2016
Q3 | $667K | Sell |
11,215
-146
| -1% | -$8.68K | 0.31% | 41 |
|
|
2016
Q2 | $624K | Sell |
11,361
-531
| -4% | -$29.2K | 0.3% | 47 |
|
|
2016
Q1 | $600K | Sell |
11,892
-185
| -2% | -$9.33K | 0.3% | 44 |
|
|
2015
Q4 | $609K | Hold |
12,077
| – | – | 0.3% | 46 |
|
|
2015
Q3 | $569K | Hold |
12,077
| – | – | 0.31% | 48 |
|
|
2015
Q2 | $656K | Buy |
12,077
+802
| +7% | +$43.6K | 0.35% | 43 |
|
|
2015
Q1 | $618K | Buy |
11,275
+270
| +2% | +$14.8K | 0.36% | 37 |
|
|
2014
Q4 | $596K | Buy |
+11,005
| New | +$596K | 0.35% | 40 |
|