Wolf Group Capital Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.23M | Sell |
13,678
-3,154
| -19% | -$283K | 0.41% | 76 |
|
|
2024
Q4 | $1.94M | Hold |
16,832
| – | – | 0.94% | 38 |
|
|
2024
Q3 | $1.94M | Sell |
16,832
-1,338
| -7% | -$154K | 0.92% | 39 |
|
|
2024
Q2 | $2.25M | Buy |
18,170
+1,338
| +8% | +$166K | 0.89% | 37 |
|
|
2024
Q1 | $1.94M | Hold |
16,832
| – | – | 0.92% | 39 |
|
|
2023
Q4 | $1.94M | Buy |
16,832
+267
| +2% | +$30.8K | 0.92% | 39 |
|
|
2023
Q3 | $1.71M | Sell |
16,565
-267
| -2% | -$27.5K | 0.81% | 43 |
|
|
2023
Q2 | $1.87M | Buy |
+16,832
| New | +$1.87M | 0.93% | 35 |
|