Wealthquest’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
16,692
+189
| +1% | +$15K | 0.1% | 41 |
|
|
2025
Q1 | $1.48M | Sell |
16,503
-116
| -0.7% | -$10.4K | 0.12% | 36 |
|
|
2024
Q4 | $1.65M | Buy |
16,619
+162
| +1% | +$16.1K | 0.13% | 35 |
|
|
2024
Q3 | $1.89M | Buy |
16,457
+278
| +2% | +$31.9K | 0.17% | 34 |
|
|
2024
Q2 | $2M | Sell |
16,179
-845
| -5% | -$105K | 0.21% | 33 |
|
|
2024
Q1 | $2.25M | Sell |
17,024
-435
| -2% | -$57.4K | 0.24% | 32 |
|
|
2023
Q4 | $1.9M | Hold |
17,459
| – | – | 0.21% | 36 |
|
|
2023
Q3 | $1.8M | Sell |
17,459
-1,376
| -7% | -$142K | 0.22% | 34 |
|
|
2023
Q2 | $2.17M | Sell |
18,835
-3,091
| -14% | -$357K | 0.26% | 33 |
|
|
2023
Q1 | $2.33M | Sell |
21,926
-675
| -3% | -$71.8K | 0.3% | 32 |
|
|
2022
Q4 | $2.51M | Hold |
22,601
| – | – | 0.32% | 33 |
|
|
2022
Q3 | $1.95M | Hold |
22,601
| – | – | 0.27% | 35 |
|
|
2022
Q2 | $2.06M | Sell |
22,601
-1,292
| -5% | -$118K | 0.31% | 36 |
|
|
2022
Q1 | $1.83M | Hold |
23,893
| – | – | 0.28% | 36 |
|
|
2021
Q4 | $1.83M | Sell |
23,893
-688
| -3% | -$52.7K | 0.28% | 36 |
|
|
2021
Q3 | $1.85M | Sell |
24,581
-1,461
| -6% | -$110K | 0.31% | 34 |
|
|
2021
Q2 | $2.03M | Buy |
26,042
+1,714
| +7% | +$133K | 0.35% | 32 |
|
|
2021
Q1 | $1.79M | Buy |
24,328
+707
| +3% | +$52K | 0.33% | 34 |
|
|
2020
Q4 | $1.84M | Sell |
23,621
-1,235
| -5% | -$96.4K | 0.39% | 27 |
|
|
2020
Q3 | $1.97M | Hold |
24,856
| – | – | 0.49% | 23 |
|
|
2020
Q2 | $1.83M | Buy |
+24,856
| New | +$1.83M | 0.47% | 27 |
|
|
2019
Q4 | $2.16M | Sell |
24,856
-13
| -0.1% | -$1.13K | 0.62% | 34 |
|
|
2019
Q3 | $2M | Sell |
24,869
-980
| -4% | -$78.7K | 0.67% | 33 |
|
|
2019
Q2 | $2.07M | Sell |
25,849
-195
| -0.7% | -$15.6K | 0.78% | 30 |
|
|
2019
Q1 | $2.07M | Sell |
26,044
-23
| -0.1% | -$1.83K | 0.78% | 33 |
|
|
2018
Q4 | $1.9M | Buy |
+26,067
| New | +$1.9M | 0.78% | 33 |
|
|
2015
Q3 | $304K | Sell |
6,458
-733
| -10% | -$34.5K | 0.55% | 29 |
|
|
2015
Q2 | $391K | Hold |
7,191
| – | – | 0.57% | 22 |
|
|
2015
Q1 | $394K | Hold |
7,191
| – | – | 0.57% | 23 |
|
|
2014
Q4 | $390K | Buy |
+7,191
| New | +$390K | 0.4% | 26 |
|