Wealthspire Advisors (New York)’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
49,274
+179
| +0.4% | +$14.2K | 0.02% | 182 |
|
|
2025
Q1 | $4.41M | Sell |
49,095
-5,470
| -10% | -$491K | 0.03% | 172 |
|
|
2024
Q4 | $5.43M | Sell |
54,565
-134
| -0.2% | -$13.3K | 0.05% | 141 |
|
|
2024
Q3 | $6.21M | Buy |
54,699
+3,860
| +8% | +$438K | 0.06% | 133 |
|
|
2024
Q2 | $6.29M | Buy |
50,839
+1,512
| +3% | +$187K | 0.08% | 100 |
|
|
2024
Q1 | $6.51M | Sell |
49,327
-1,937
| -4% | -$256K | 0.09% | 100 |
|
|
2023
Q4 | $5.59M | Sell |
51,264
-6,262
| -11% | -$683K | 0.08% | 109 |
|
|
2023
Q3 | $5.92M | Buy |
57,526
+15,529
| +37% | +$1.6M | 0.1% | 98 |
|
|
2023
Q2 | $4.85M | Buy |
41,997
+2,601
| +7% | +$300K | 0.08% | 98 |
|
|
2023
Q1 | $4.19M | Sell |
39,396
-6,941
| -15% | -$738K | 0.07% | 104 |
|
|
2022
Q4 | $5.14M | Buy |
46,337
+2,145
| +5% | +$238K | 0.09% | 98 |
|
|
2022
Q3 | $3.81M | Buy |
44,192
+431
| +1% | +$37.1K | 0.08% | 104 |
|
|
2022
Q2 | $3.99M | Buy |
43,761
+4,741
| +12% | +$432K | 0.08% | 99 |
|
|
2022
Q1 | $3.2M | Sell |
39,020
-14,151
| -27% | -$1.16M | 0.07% | 97 |
|
|
2021
Q4 | $4.08M | Buy |
53,171
+5,048
| +10% | +$387K | 0.09% | 90 |
|
|
2021
Q3 | $3.62M | Buy |
48,123
+25,303
| +111% | +$1.9M | 0.08% | 110 |
|
|
2021
Q2 | $1.78M | Sell |
22,820
-48,290
| -68% | -$3.76M | 0.05% | 121 |
|
|
2021
Q1 | $5.23M | Buy |
71,110
+19,819
| +39% | +$1.46M | 0.12% | 86 |
|
|
2020
Q4 | $4M | Buy |
51,291
+29,108
| +131% | +$2.27M | 0.12% | 85 |
|
|
2020
Q3 | $1.76M | Buy |
22,183
+2,493
| +13% | +$197K | 0.1% | 93 |
|
|
2020
Q2 | $1.45M | Sell |
19,690
-39,644
| -67% | -$2.93M | 0.1% | 85 |
|
|
2020
Q1 | $4.36M | Buy |
59,334
+47,605
| +406% | +$3.49M | 0.18% | 68 |
|
|
2019
Q4 | $1.02M | Buy |
11,729
+2,953
| +34% | +$256K | 0.07% | 62 |
|
|
2019
Q3 | $705K | Buy |
+8,776
| New | +$705K | 0.06% | 63 |
|
|
2019
Q1 | – | Sell |
-2,442
| Closed | -$178K | – | 518 |
|
|
2018
Q4 | $178K | Buy |
+2,442
| New | +$178K | 0.02% | 71 |
|