Wealthstream Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,319
| Closed | -$208K | – | 189 |
|
|
2025
Q1 | $208K | Buy |
2,319
+86
| +4% | +$7.72K | 0.04% | 144 |
|
|
2024
Q4 | $222K | Sell |
2,233
-205
| -8% | -$20.4K | 0.04% | 140 |
|
|
2024
Q3 | $277K | Sell |
2,438
-122
| -5% | -$13.9K | 0.05% | 118 |
|
|
2024
Q2 | $317K | Buy |
2,560
+87
| +4% | +$10.8K | 0.12% | 91 |
|
|
2024
Q1 | $326K | Sell |
2,473
-1,505
| -38% | -$199K | 0.12% | 92 |
|
|
2023
Q4 | $434K | Buy |
3,978
+1,568
| +65% | +$171K | 0.18% | 80 |
|
|
2023
Q3 | $248K | Sell |
2,410
-32
| -1% | -$3.29K | 0.13% | 91 |
|
|
2023
Q2 | $282K | Buy |
+2,442
| New | +$282K | 0.15% | 75 |
|