Willow Creek Wealth 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 | $307K | Sell |
3,881
-260
| -6% | -$20.6K | 0.03% | 138 |
|
|
2025
Q1 | $372K | Sell |
4,141
-29
| -0.7% | -$2.6K | 0.04% | 109 |
|
|
2024
Q4 | $415K | Buy |
4,170
+613
| +17% | +$61K | 0.04% | 97 |
|
|
2024
Q3 | $404K | Sell |
3,557
-292
| -8% | -$33.2K | 0.04% | 101 |
|
|
2024
Q2 | $477K | Buy |
3,849
+296
| +8% | +$36.6K | 0.05% | 86 |
|
|
2024
Q1 | $469K | Buy |
3,553
+22
| +0.6% | +$2.9K | 0.05% | 88 |
|
|
2023
Q4 | $385K | Buy |
3,531
+781
| +28% | +$85.1K | 0.05% | 93 |
|
|
2023
Q3 | $283K | Buy |
2,750
+4
| +0.1% | +$412 | 0.04% | 111 |
|
|
2023
Q2 | $317K | Buy |
2,746
+35
| +1% | +$4.04K | 0.04% | 112 |
|
|
2023
Q1 | $288K | Buy |
2,711
+82
| +3% | +$8.72K | 0.04% | 106 |
|
|
2022
Q4 | $292K | Buy |
+2,629
| New | +$292K | 0.05% | 100 |
|
|
2022
Q3 | – | Sell |
-2,226
| Closed | -$203K | – | 129 |
|
|
2022
Q2 | $203K | Buy |
+2,226
| New | +$203K | 0.04% | 119 |
|