WFA of San Diego’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $296K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $432K | Sell |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $291K | Sell |
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|
2020
Q2 | $2M | Buy |
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