Willner & Heller’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Sell |
7,993
-24
| -0.3% | -$1.9K | 0.53% | 61 |
|
|
2025
Q1 | $720K | Buy |
8,017
+231
| +3% | +$20.7K | 0.67% | 45 |
|
|
2024
Q4 | $775K | Buy |
7,786
+26
| +0.3% | +$2.59K | 0.68% | 42 |
|
|
2024
Q3 | $881K | Buy |
7,760
+42
| +0.5% | +$4.77K | 0.79% | 35 |
|
|
2024
Q2 | $956K | Sell |
7,718
-212
| -3% | -$26.2K | 0.92% | 32 |
|
|
2024
Q1 | $1.05M | Buy |
7,930
+10
| +0.1% | +$1.32K | 1.04% | 27 |
|
|
2023
Q4 | $863K | Buy |
+7,920
| New | +$863K | 0.96% | 31 |
|
|
2022
Q4 | $925K | Buy |
8,341
+56
| +0.7% | +$6.21K | 1.31% | 22 |
|
|
2022
Q3 | $713K | Sell |
8,285
-183
| -2% | -$15.7K | 1.15% | 28 |
|
|
2022
Q2 | $772K | Sell |
8,468
-240
| -3% | -$21.9K | 1.2% | 26 |
|
|
2022
Q1 | $667K | Sell |
8,708
-229
| -3% | -$17.5K | 0.82% | 41 |
|
|
2021
Q4 | $671K | Buy |
+8,937
| New | +$671K | 0.89% | 31 |
|