Wills Financial Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
31,819
-995
| -3% | -$78.8K | 1.09% | 31 |
|
|
2025
Q1 | $2.95M | Sell |
32,814
-2,171
| -6% | -$195K | 1.31% | 30 |
|
|
2024
Q4 | $3.48M | Buy |
34,985
+4,823
| +16% | +$480K | 1.5% | 27 |
|
|
2024
Q3 | $3.43M | Buy |
30,162
+550
| +2% | +$62.5K | 1.44% | 25 |
|
|
2024
Q2 | $3.67M | Buy |
29,612
+4,941
| +20% | +$612K | 1.69% | 22 |
|
|
2024
Q1 | $3.26M | Buy |
24,671
+2,315
| +10% | +$305K | 1.53% | 25 |
|
|
2023
Q4 | $2.44M | Buy |
22,356
+18,730
| +517% | +$2.04M | 1.23% | 27 |
|
|
2023
Q3 | $373K | Buy |
3,626
+350
| +11% | +$36K | 0.2% | 54 |
|
|
2023
Q2 | $378K | Hold |
3,276
| – | – | 0.19% | 54 |
|
|
2023
Q1 | $349K | Buy |
+3,276
| New | +$349K | 0.19% | 54 |
|
|
2018
Q4 | – | Sell |
-10,715
| Closed | -$725K | – | 66 |
|
|
2018
Q3 | $725K | Sell |
10,715
-563
| -5% | -$38.1K | 0.48% | 46 |
|
|
2018
Q2 | $653K | Sell |
11,278
-10,802
| -49% | -$625K | 0.47% | 49 |
|
|
2018
Q1 | $1.15M | Sell |
22,080
-998
| -4% | -$51.8K | 0.85% | 38 |
|
|
2017
Q4 | $1.24M | Sell |
23,078
-2,438
| -10% | -$131K | 0.86% | 37 |
|
|
2017
Q3 | $1.56M | Sell |
25,516
-1,015
| -4% | -$62K | 1.15% | 34 |
|
|
2017
Q2 | $1.62M | Sell |
26,531
-301
| -1% | -$18.4K | 1.2% | 34 |
|
|
2017
Q1 | $1.63M | Buy |
26,832
+525
| +2% | +$31.8K | 1.25% | 33 |
|
|
2016
Q4 | $1.48M | Buy |
26,307
+998
| +4% | +$56.1K | 1.2% | 30 |
|
|
2016
Q3 | $1.51M | Sell |
25,309
-278
| -1% | -$16.6K | 1.32% | 27 |
|
|
2016
Q2 | $1.41M | Buy |
25,587
+198
| +0.8% | +$10.9K | 1.17% | 31 |
|
|
2016
Q1 | $1.28M | Sell |
25,389
-72
| -0.3% | -$3.63K | 1.1% | 35 |
|
|
2015
Q4 | $1.28M | Buy |
25,461
+3,962
| +18% | +$200K | 1.13% | 35 |
|
|
2015
Q3 | $1.01M | Buy |
+21,499
| New | +$1.01M | 0.94% | 36 |
|