Westside Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $218K | Sell |
2,744
-80
| -3% | -$6.34K | 0.04% | 247 |
|
2025
Q1 | $253K | Buy |
2,824
+84
| +3% | +$7.53K | 0.05% | 209 |
|
2024
Q4 | $273K | Sell |
2,740
-247
| -8% | -$24.6K | 0.06% | 197 |
|
2024
Q3 | $339K | Sell |
2,987
-46
| -2% | -$5.23K | 0.07% | 180 |
|
2024
Q2 | $376K | Buy |
3,033
+21
| +0.7% | +$2.6K | 0.09% | 161 |
|
2024
Q1 | $398K | Sell |
3,012
-185
| -6% | -$24.4K | 0.1% | 162 |
|
2023
Q4 | $349K | Sell |
3,197
-48
| -1% | -$5.23K | 0.09% | 166 |
|
2023
Q3 | $334K | Buy |
3,245
+3
| +0.1% | +$309 | 0.1% | 163 |
|
2023
Q2 | $374K | Sell |
3,242
-38
| -1% | -$4.39K | 0.11% | 161 |
|
2023
Q1 | $349K | Buy |
3,280
+2
| +0.1% | +$213 | 0.1% | 163 |
|
2022
Q4 | $5.92K | Buy |
3,278
+3
| +0.1% | +$5 | 0.01% | 209 |
|
2022
Q3 | $4.58K | Buy |
3,275
+252
| +8% | +$353 | 0.01% | 224 |
|
2022
Q2 | $4.45K | Sell |
3,023
-58
| -2% | -$85 | 0.01% | 214 |
|
2022
Q1 | $4.42K | Sell |
3,081
-98
| -3% | -$141 | 0.01% | 215 |
|
2021
Q4 | $4.31K | Buy |
3,179
+192
| +6% | +$260 | 0.01% | 211 |
|
2021
Q3 | $4.29K | Buy |
2,987
+49
| +2% | +$70 | 0.01% | 210 |
|
2021
Q2 | $4.11K | Buy |
2,938
+57
| +2% | +$80 | 0.01% | 207 |
|
2021
Q1 | $4.06K | Sell |
2,881
-51
| -2% | -$72 | 0.01% | 198 |
|
2020
Q4 | $228 | Buy |
2,932
+65
| +2% | +$5 | ﹤0.01% | 248 |
|
2020
Q3 | $226 | Buy |
2,867
+2
| +0.1% | – | ﹤0.01% | 254 |
|
2020
Q2 | $211 | Buy |
2,865
+1
| +0% | – | ﹤0.01% | 236 |
|
2020
Q1 | $210 | Buy |
+2,864
| New | +$210 | ﹤0.01% | 233 |
|
2019
Q2 | $231 | Buy |
+2,898
| New | +$231 | ﹤0.01% | 183 |
|
2018
Q4 | $211K | Sell |
2,896
-355
| -11% | -$25.9K | 0.08% | 152 |
|
2018
Q3 | $222K | Buy |
3,251
+1
| +0% | +$68 | 0.07% | 140 |
|
2018
Q2 | $187K | Buy |
3,250
+20
| +0.6% | +$1.15K | 0.07% | 160 |
|
2018
Q1 | $164K | Hold |
3,230
| – | – | 0.09% | 170 |
|
2017
Q4 | $175K | Buy |
3,230
+193
| +6% | +$10.4K | 0.09% | 162 |
|
2017
Q3 | $186K | Buy |
3,037
+1
| +0% | +$61 | 0.11% | 141 |
|
2017
Q2 | $182K | Buy |
3,036
+198
| +7% | +$11.9K | 0.12% | 140 |
|
2017
Q1 | $172K | Buy |
2,838
+105
| +4% | +$6.37K | 0.08% | 138 |
|
2016
Q4 | $161K | Buy |
+2,733
| New | +$161K | 0.11% | 106 |
|