Wells Trecaso Financial Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
2,823
| – | – | 0.07% | 87 |
|
|
2025
Q1 | $253K | Hold |
2,823
| – | – | 0.08% | 84 |
|
|
2024
Q4 | $281K | Sell |
2,823
-250
| -8% | -$24.9K | 0.09% | 80 |
|
|
2024
Q3 | $349K | Sell |
3,073
-2,551
| -45% | -$290K | 0.11% | 74 |
|
|
2024
Q2 | $696K | Sell |
5,624
-2
| -0% | -$248 | 0.24% | 55 |
|
|
2024
Q1 | $742K | Sell |
5,626
-200
| -3% | -$26.4K | 0.26% | 52 |
|
|
2023
Q4 | $635K | Hold |
5,826
| – | – | 0.26% | 49 |
|
|
2023
Q3 | $600K | Hold |
5,826
| – | – | 0.27% | 50 |
|
|
2023
Q2 | $672K | Hold |
5,826
| – | – | 0.29% | 49 |
|
|
2023
Q1 | $620K | Sell |
5,826
-250
| -4% | -$26.6K | 0.29% | 49 |
|
|
2022
Q4 | $674K | Sell |
6,076
-135
| -2% | -$15K | 0.34% | 46 |
|
|
2022
Q3 | $535K | Sell |
6,211
-42
| -0.7% | -$3.62K | 0.29% | 48 |
|
|
2022
Q2 | $570K | Sell |
6,253
-65
| -1% | -$5.93K | 0.3% | 50 |
|
|
2022
Q1 | $518K | Buy |
6,318
+25
| +0.4% | +$2.05K | 0.23% | 54 |
|
|
2021
Q4 | $482K | Sell |
6,293
-50
| -0.8% | -$3.83K | 0.21% | 57 |
|
|
2021
Q3 | $476K | Sell |
6,343
-100
| -2% | -$7.5K | 0.23% | 55 |
|
|
2021
Q2 | $501K | Sell |
6,443
-309
| -5% | -$24K | 0.24% | 54 |
|
|
2021
Q1 | $497K | Buy |
6,752
+15
| +0.2% | +$1.1K | 0.26% | 55 |
|
|
2020
Q4 | $526K | Buy |
6,737
+129
| +2% | +$10.1K | 0.29% | 52 |
|
|
2020
Q3 | $523K | Buy |
6,608
+53
| +0.8% | +$4.2K | 0.33% | 48 |
|
|
2020
Q2 | $484K | Sell |
6,555
-241
| -4% | -$17.8K | 0.33% | 47 |
|
|
2020
Q1 | $499K | Sell |
6,796
-959
| -12% | -$70.4K | 0.44% | 43 |
|
|
2019
Q4 | $673K | Sell |
7,755
-479
| -6% | -$41.6K | 0.49% | 42 |
|
|
2019
Q3 | $661K | Sell |
8,234
-90
| -1% | -$7.23K | 0.53% | 39 |
|
|
2019
Q2 | $666K | Sell |
8,324
-427
| -5% | -$34.2K | 0.55% | 41 |
|
|
2019
Q1 | $694K | Buy |
8,751
+205
| +2% | +$16.3K | 0.58% | 41 |
|
|
2018
Q4 | $623K | Buy |
8,546
+3,788
| +80% | +$276K | 0.6% | 40 |
|
|
2018
Q3 | $322K | Buy |
4,758
+314
| +7% | +$21.3K | 0.27% | 57 |
|
|
2018
Q2 | $257K | Buy |
4,444
+346
| +8% | +$20K | 0.24% | 57 |
|
|
2018
Q1 | $213K | Sell |
4,098
-68
| -2% | -$3.53K | 0.2% | 62 |
|
|
2017
Q4 | $224K | Buy |
+4,166
| New | +$224K | 0.22% | 58 |
|