WealthPlan Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
+13,893
| New | +$1.1M | 0.08% | 173 |
|
|
2024
Q4 | – | Sell |
-2,443
| Closed | -$277K | – | 271 |
|
|
2024
Q3 | $277K | Buy |
2,443
+742
| +44% | +$84.3K | 0.03% | 216 |
|
|
2024
Q2 | $211K | Sell |
1,701
-1,000
| -37% | -$124K | 0.03% | 178 |
|
|
2024
Q1 | $356K | Buy |
+2,701
| New | +$356K | 0.05% | 145 |
|
|
2023
Q3 | – | Sell |
-569
| Closed | -$65.7K | – | 270 |
|
|
2023
Q2 | $65.7K | Sell |
569
-1,130
| -67% | -$130K | 0.02% | 180 |
|
|
2023
Q1 | $181K | Sell |
1,699
-10,526
| -86% | -$1.12M | 0.03% | 164 |
|
|
2022
Q4 | $1.34M | Buy |
12,225
+496
| +4% | +$54.3K | 0.09% | 156 |
|
|
2022
Q3 | $1.29M | Buy |
+11,729
| New | +$1.29M | 0.09% | 150 |
|
|
2022
Q1 | $1.02M | Buy |
+11,535
| New | +$1.02M | 0.07% | 167 |
|