Westover Capital 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 |
-5,593
| Closed | -$502K | – | 237 |
|
|
2025
Q1 | $502K | Sell |
5,593
-32,631
| -85% | -$2.93M | 0.11% | 141 |
|
|
2024
Q4 | $3.8M | Sell |
38,224
-3,485
| -8% | -$347K | 0.84% | 26 |
|
|
2024
Q3 | $4.74M | Sell |
41,709
-807
| -2% | -$91.6K | 0.91% | 24 |
|
|
2024
Q2 | $5.26M | Sell |
42,516
-941
| -2% | -$116K | 1.36% | 17 |
|
|
2024
Q1 | $5.73M | Buy |
43,457
+312
| +0.7% | +$41.2K | 1.68% | 14 |
|
|
2023
Q4 | $4.7M | Buy |
43,145
+3,823
| +10% | +$417K | 1.53% | 17 |
|
|
2023
Q3 | $4.05M | Sell |
39,322
-1,034
| -3% | -$106K | 1.47% | 17 |
|
|
2023
Q2 | $4.66M | Sell |
40,356
-47
| -0.1% | -$5.42K | 1.62% | 12 |
|
|
2023
Q1 | $4.3M | Sell |
40,403
-851
| -2% | -$90.5K | 1.59% | 15 |
|
|
2022
Q4 | $4.58M | Buy |
41,254
+2,383
| +6% | +$264K | 1.81% | 13 |
|
|
2022
Q3 | $3.35M | Buy |
38,871
+2,389
| +7% | +$206K | 1.28% | 25 |
|
|
2022
Q2 | $3.33M | Buy |
36,482
+3,082
| +9% | +$281K | 1.23% | 27 |
|
|
2022
Q1 | $2.74M | Sell |
33,400
-1,298
| -4% | -$106K | 0.85% | 32 |
|
|
2021
Q4 | $2.66M | Buy |
34,698
+1,256
| +4% | +$96.3K | 0.77% | 37 |
|
|
2021
Q3 | $2.51M | Buy |
33,442
+2,440
| +8% | +$183K | 0.79% | 35 |
|
|
2021
Q2 | $2.41M | Buy |
31,002
+3,414
| +12% | +$266K | 0.77% | 38 |
|
|
2021
Q1 | $2.03M | Buy |
27,588
+12,898
| +88% | +$949K | 0.7% | 44 |
|
|
2020
Q4 | $1.15M | Buy |
14,690
+206
| +1% | +$16.1K | 0.41% | 62 |
|
|
2020
Q3 | $1.15M | Buy |
14,484
+3,213
| +29% | +$254K | 0.47% | 57 |
|
|
2020
Q2 | $832K | Buy |
11,271
+7,892
| +234% | +$583K | 0.39% | 69 |
|
|
2020
Q1 | $248K | Buy |
+3,379
| New | +$248K | 0.13% | 100 |
|
|
2014
Q3 | – | Sell |
-4,463
| Closed | -$246K | – | 93 |
|
|
2014
Q2 | $246K | Sell |
4,463
-52
| -1% | -$2.87K | 0.21% | 80 |
|
|
2014
Q1 | $245K | Hold |
4,515
| – | – | 0.23% | 76 |
|
|
2013
Q4 | $216K | Hold |
4,515
| – | – | 0.21% | 75 |
|
|
2013
Q3 | $205K | Sell |
4,515
-2,772
| -38% | -$126K | 0.21% | 70 |
|
|
2013
Q2 | $323K | Buy |
+7,287
| New | +$323K | 0.32% | 58 |
|