West Financial 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 | $91.7K | Sell |
1,159
-5
| -0.4% | -$396 | 0.02% | 80 |
|
|
2025
Q1 | $104K | Sell |
1,164
-97
| -8% | -$8.71K | 0.02% | 76 |
|
|
2024
Q4 | $125K | Sell |
1,261
-87
| -6% | -$8.66K | 0.02% | 72 |
|
|
2024
Q3 | $153K | Buy |
1,348
+184
| +16% | +$20.9K | 0.03% | 59 |
|
|
2024
Q2 | $144K | Hold |
1,164
| – | – | 0.03% | 62 |
|
|
2024
Q1 | $154K | Sell |
1,164
-120
| -9% | -$15.8K | 0.03% | 60 |
|
|
2023
Q4 | $140K | Sell |
1,284
-68
| -5% | -$7.41K | 0.03% | 62 |
|
|
2023
Q3 | $139K | Buy |
1,352
+68
| +5% | +$7K | 0.03% | 61 |
|
|
2023
Q2 | $148K | Hold |
1,284
| – | – | 0.04% | 60 |
|
|
2023
Q1 | $137K | Sell |
1,284
-2
| -0.2% | -$213 | 0.04% | 60 |
|
|
2022
Q4 | $143K | Hold |
1,286
| – | – | 0.04% | 60 |
|
|
2022
Q3 | $111K | Hold |
1,286
| – | – | 0.03% | 74 |
|
|
2022
Q2 | $117K | Sell |
1,286
-83
| -6% | -$7.55K | 0.03% | 71 |
|
|
2022
Q1 | $112K | Buy |
1,369
+83
| +6% | +$6.79K | 0.03% | 75 |
|
|
2021
Q4 | $99K | Hold |
1,286
| – | – | 0.03% | 89 |
|
|
2021
Q3 | $97K | Buy |
1,286
+50
| +4% | +$3.77K | 0.03% | 78 |
|
|
2021
Q2 | $96K | Sell |
1,236
-426
| -26% | -$33.1K | 0.03% | 71 |
|
|
2021
Q1 | $122K | Hold |
1,662
| – | – | 0.04% | 64 |
|
|
2020
Q4 | $130K | Buy |
+1,662
| New | +$130K | 0.05% | 62 |
|