WBC
West Branch Capital’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
24,296
-720
| -3% | -$57K | 0.57% | 36 |
|
|
2025
Q1 | $2.25M | Buy |
25,016
+3,349
| +15% | +$301K | 0.75% | 33 |
|
|
2024
Q4 | $2.16M | Buy |
21,667
+1,950
| +10% | +$194K | 0.69% | 31 |
|
|
2024
Q3 | $2.24M | Buy |
19,717
+1,013
| +5% | +$115K | 0.77% | 27 |
|
|
2024
Q2 | $2.32M | Buy |
18,704
+426
| +2% | +$52.7K | 0.86% | 25 |
|
|
2024
Q1 | $2.41M | Buy |
18,278
+1,065
| +6% | +$141K | 0.97% | 24 |
|
|
2023
Q4 | $1.88M | Buy |
17,213
+873
| +5% | +$95.2K | 0.88% | 26 |
|
|
2023
Q3 | $1.68M | Buy |
16,340
+11
| +0.1% | +$1.13K | 0.88% | 26 |
|
|
2023
Q2 | $1.88M | Sell |
16,329
-14
| -0.1% | -$1.62K | 0.94% | 24 |
|
|
2023
Q1 | $1.74M | Buy |
16,343
+295
| +2% | +$31.4K | 0.97% | 25 |
|
|
2022
Q4 | $1.78M | Buy |
16,048
+10
| +0.1% | +$1.11K | 1.1% | 22 |
|
|
2022
Q3 | $1.38M | Buy |
16,038
+428
| +3% | +$36.9K | 0.86% | 29 |
|
|
2022
Q2 | $1.42M | Sell |
15,610
-30
| -0.2% | -$2.74K | 0.82% | 34 |
|
|
2022
Q1 | $1.28M | Sell |
15,640
-442
| -3% | -$36.3K | 0.61% | 38 |
|
|
2021
Q4 | $1.23M | Buy |
16,082
+471
| +3% | +$36.1K | 0.52% | 44 |
|
|
2021
Q3 | $1.17M | Sell |
15,611
-712
| -4% | -$53.5K | 0.56% | 41 |
|
|
2021
Q2 | $1.27M | Buy |
16,323
+687
| +4% | +$53.4K | 0.62% | 39 |
|
|
2021
Q1 | $1.21M | Sell |
15,636
-1,678
| -10% | -$129K | 0.71% | 39 |
|
|
2020
Q4 | $1.42M | Buy |
17,314
+607
| +4% | +$49.6K | 0.84% | 35 |
|
|
2020
Q3 | $1.39M | Buy |
16,707
+678
| +4% | +$56.2K | 0.88% | 35 |
|
|
2020
Q2 | $1.24M | Buy |
16,029
+3,986
| +33% | +$308K | 0.87% | 35 |
|
|
2020
Q1 | $927K | Sell |
12,043
-1,487
| -11% | -$114K | 0.89% | 34 |
|
|
2019
Q4 | $1.23M | Buy |
13,530
+1,896
| +16% | +$173K | 0.86% | 35 |
|
|
2019
Q3 | $979K | Buy |
+11,634
| New | +$979K | 0.73% | 48 |
|