White Lighthouse 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 | $351K | Buy |
4,437
+64
| +1% | +$5.07K | 0.06% | 106 |
|
|
2025
Q1 | $393K | Sell |
4,373
-1,268
| -22% | -$114K | 0.07% | 97 |
|
|
2024
Q4 | $561K | Buy |
5,641
+1,159
| +26% | +$115K | 0.1% | 85 |
|
|
2024
Q3 | $509K | Hold |
4,482
| – | – | 0.09% | 86 |
|
|
2024
Q2 | $555K | Buy |
4,482
+1,603
| +56% | +$198K | 0.11% | 80 |
|
|
2024
Q1 | $380K | Hold |
2,879
| – | – | 0.08% | 90 |
|
|
2023
Q4 | $314K | Hold |
2,879
| – | – | 0.07% | 102 |
|
|
2023
Q3 | $296K | Hold |
2,879
| – | – | 0.07% | 100 |
|
|
2023
Q2 | $332K | Hold |
2,879
| – | – | 0.08% | 94 |
|
|
2023
Q1 | $306K | Hold |
2,879
| – | – | 0.08% | 95 |
|
|
2022
Q4 | $319K | Hold |
2,879
| – | – | 0.09% | 91 |
|
|
2022
Q3 | $248K | Hold |
2,879
| – | – | 0.07% | 92 |
|
|
2022
Q2 | $262K | Sell |
2,879
-16
| -0.6% | -$1.46K | 0.08% | 95 |
|
|
2022
Q1 | $238K | Sell |
2,895
-674
| -19% | -$55.4K | 0.06% | 108 |
|
|
2021
Q4 | $274K | Buy |
3,569
+425
| +14% | +$32.6K | 0.07% | 103 |
|
|
2021
Q3 | $236K | Hold |
3,144
| – | – | 0.06% | 106 |
|
|
2021
Q2 | $245K | Sell |
3,144
-151
| -5% | -$11.8K | 0.07% | 108 |
|
|
2021
Q1 | $242K | Sell |
3,295
-157
| -5% | -$11.5K | 0.07% | 106 |
|
|
2020
Q4 | $269K | Sell |
3,452
-319
| -8% | -$24.9K | 0.09% | 94 |
|
|
2020
Q3 | $298K | Sell |
3,771
-209
| -5% | -$16.5K | 0.1% | 92 |
|
|
2020
Q2 | $294K | Buy |
+3,980
| New | +$294K | 0.11% | 95 |
|