Wetzel Investment 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 | $325K | Sell |
4,061
-634
| -14% | -$50.7K | 0.15% | 90 |
|
|
2025
Q1 | $425K | Sell |
4,695
-119
| -2% | -$10.8K | 0.21% | 74 |
|
|
2024
Q4 | $483K | Sell |
4,814
-49
| -1% | -$4.91K | 0.24% | 68 |
|
|
2024
Q3 | $556K | Buy |
4,863
+323
| +7% | +$36.9K | 0.28% | 64 |
|
|
2024
Q2 | $599K | Sell |
4,540
-296
| -6% | -$39.1K | 0.34% | 53 |
|
|
2024
Q1 | $606K | Buy |
4,836
+497
| +11% | +$62.2K | 0.36% | 48 |
|
|
2023
Q4 | $473K | Buy |
+4,339
| New | +$473K | 0.29% | 56 |
|