1858 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
$542K Sell
6,841
-1,651
-19% -$131K 0.4% 56
2025
Q1
$762K Sell
8,492
-677
-7% -$60.8K 0.65% 48
2024
Q4
$912K Sell
9,169
-8,743
-49% -$870K 0.72% 40
2024
Q3
$2.03M Buy
17,912
+76
+0.4% +$8.63K 1.67% 17
2024
Q2
$2.21M Sell
17,836
-2,744
-13% -$340K 1.83% 15
2024
Q1
$2.24M Hold
20,580
2.13% 12
2023
Q4
$2.24M Buy
+20,580
New +$2.24M 2.13% 12