WealthPLAN Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
9,127
-67
| -0.7% | -$5.3K | 0.12% | 147 |
|
|
2025
Q1 | $825K | Buy |
9,194
+80
| +0.9% | +$7.18K | 0.12% | 136 |
|
|
2024
Q4 | $907K | Sell |
9,114
-167
| -2% | -$16.6K | 0.13% | 129 |
|
|
2024
Q3 | $1.05M | Sell |
9,281
-644
| -6% | -$73.1K | 0.14% | 125 |
|
|
2024
Q2 | $1.23M | Sell |
9,925
-206
| -2% | -$25.5K | 0.13% | 134 |
|
|
2024
Q1 | $1.34M | Sell |
10,131
-105
| -1% | -$13.9K | 0.14% | 142 |
|
|
2023
Q4 | $1.12M | Buy |
10,236
+4
| +0% | +$436 | 0.11% | 150 |
|
|
2023
Q3 | $1.05M | Buy |
10,232
+1,126
| +12% | +$116K | 0.12% | 141 |
|
|
2023
Q2 | $1.05M | Sell |
9,106
-662
| -7% | -$76.4K | 0.15% | 132 |
|
|
2023
Q1 | $1.04M | Sell |
9,768
-2,457
| -20% | -$261K | 0.12% | 144 |
|
|
2022
Q4 | $1.33M | Buy |
+12,225
| New | +$1.33M | 0.09% | 156 |
|
|
2022
Q1 | $1.02M | Sell |
11,535
-183
| -2% | -$16.2K | 0.07% | 167 |
|
|
2021
Q4 | $955K | Buy |
11,718
+191
| +2% | +$15.6K | 0.06% | 181 |
|
|
2021
Q3 | $833K | Buy |
11,527
+3,948
| +52% | +$285K | 0.06% | 189 |
|
|
2021
Q2 | $570K | Sell |
7,579
-1,013
| -12% | -$76.2K | 0.04% | 219 |
|
|
2021
Q1 | $623K | Sell |
8,592
-232
| -3% | -$16.8K | 0.05% | 198 |
|
|
2020
Q4 | $640K | Buy |
8,824
+77
| +0.9% | +$5.59K | 0.05% | 184 |
|
|
2020
Q3 | $666K | Sell |
8,747
-245
| -3% | -$18.7K | 0.06% | 163 |
|
|
2020
Q2 | $717K | Buy |
8,992
+515
| +6% | +$41.1K | 0.07% | 145 |
|
|
2020
Q1 | $648K | Sell |
8,477
-1,392
| -14% | -$106K | 0.08% | 135 |
|
|
2019
Q4 | $784K | Buy |
9,869
+1,137
| +13% | +$90.3K | 0.09% | 125 |
|
|
2019
Q3 | $707K | Buy |
8,732
+1,277
| +17% | +$103K | 0.1% | 127 |
|
|
2019
Q2 | $612K | Sell |
7,455
-1,211
| -14% | -$99.4K | 0.09% | 131 |
|
|
2019
Q1 | $642K | Sell |
8,666
-7
| -0.1% | -$519 | 0.1% | 135 |
|
|
2018
Q4 | $660K | Sell |
8,673
-106
| -1% | -$8.07K | 0.11% | 128 |
|
|
2018
Q3 | $626K | Buy |
8,779
+141
| +2% | +$10.1K | 0.11% | 128 |
|
|
2018
Q2 | $500K | Buy |
8,638
+60
| +0.7% | +$3.47K | 0.1% | 139 |
|
|
2018
Q1 | $446K | Buy |
8,578
+3,704
| +76% | +$193K | 0.1% | 152 |
|
|
2017
Q4 | $262K | Sell |
4,874
-1,085
| -18% | -$58.3K | 0.07% | 171 |
|
|
2017
Q3 | $364K | Buy |
5,959
+1,234
| +26% | +$75.4K | 0.1% | 132 |
|
|
2017
Q2 | $289K | Buy |
4,725
+4,273
| +945% | +$261K | 0.08% | 140 |
|
|
2017
Q1 | $27.4K | Buy |
+452
| New | +$27.4K | 0.1% | 153 |
|
|
2016
Q3 | $848K | Sell |
14,226
-13,074
| -48% | -$779K | 0.28% | 59 |
|
|
2016
Q2 | $779K | Buy |
+27,300
| New | +$779K | 0.1% | 140 |
|
|
2015
Q4 | $624K | Buy |
+38,661
| New | +$624K | 0.1% | 140 |
|
|
2015
Q2 | $567K | Sell |
10,429
-3,355
| -24% | -$182K | 0.25% | 56 |
|
|
2015
Q1 | $757K | Buy |
+13,784
| New | +$757K | 0.35% | 52 |
|