Wolff Financial 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 | $878K | Sell |
11,097
-1,288
| -10% | -$102K | 0.23% | 43 |
|
|
2025
Q1 | $1.11M | Buy |
12,385
+1
| +0% | +$90 | 0.31% | 37 |
|
|
2024
Q4 | $1.23M | Hold |
12,384
| – | – | 0.34% | 33 |
|
|
2024
Q3 | $1.41M | Buy |
12,384
+1
| +0% | +$114 | 0.38% | 32 |
|
|
2024
Q2 | $1.53M | Buy |
12,383
+1
| +0% | +$124 | 1.13% | 12 |
|
|
2024
Q1 | $1.63M | Buy |
12,382
+1
| +0% | +$132 | 0.48% | 26 |
|
|
2023
Q4 | $1.35M | Buy |
12,381
+1
| +0% | +$109 | 0.42% | 32 |
|
|
2023
Q3 | $1.28M | Hold |
12,380
| – | – | 0.44% | 33 |
|
|
2023
Q2 | $1.43M | Buy |
12,380
+1
| +0% | +$115 | 1.24% | 11 |
|
|
2023
Q1 | $1.32M | Buy |
12,379
+1
| +0% | +$106 | 0.46% | 36 |
|
|
2022
Q4 | $1.37M | Buy |
12,378
+1
| +0% | +$111 | 0.51% | 36 |
|
|
2022
Q3 | $1.07M | Buy |
12,377
+1
| +0% | +$86 | 0.49% | 39 |
|
|
2022
Q2 | $1.13M | Sell |
12,376
-39
| -0.3% | -$3.56K | 0.5% | 39 |
|
|
2022
Q1 | $1.02M | Buy |
12,415
+1
| +0% | +$82 | 0.4% | 45 |
|
|
2021
Q4 | $951K | Hold |
12,414
| – | – | 0.36% | 47 |
|
|
2021
Q3 | $932K | Buy |
+12,414
| New | +$932K | 0.81% | 16 |
|
|
2021
Q1 | $957K | Buy |
13,008
+1,369
| +12% | +$101K | 0.44% | 41 |
|
|
2020
Q4 | $908K | Buy |
11,639
+1
| +0% | +$78 | 0.48% | 39 |
|
|
2020
Q3 | $921K | Buy |
11,638
+1
| +0% | +$79 | 0.55% | 36 |
|
|
2020
Q2 | $859K | Buy |
11,637
+1
| +0% | +$74 | 0.55% | 35 |
|
|
2020
Q1 | $854K | Buy |
11,636
+1
| +0% | +$73 | 0.64% | 32 |
|
|
2019
Q4 | $1.01M | Buy |
11,635
+1
| +0% | +$87 | 0.67% | 31 |
|
|
2019
Q3 | $935K | Hold |
11,634
| – | – | 0.68% | 31 |
|
|
2019
Q2 | $931K | Buy |
11,634
+1
| +0% | +$80 | 0.72% | 29 |
|
|
2019
Q1 | $923K | Hold |
11,633
| – | – | 0.77% | 26 |
|
|
2018
Q4 | $848K | Buy |
+11,633
| New | +$848K | 0.83% | 25 |
|