AAF 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 | – | Sell |
-2,526
| Closed | -$227K | – | 52 |
|
|
2025
Q1 | $227K | Buy |
2,526
+217
| +9% | +$19.5K | 0.12% | 44 |
|
|
2024
Q4 | $230K | Buy |
2,309
+179
| +8% | +$17.8K | 0.12% | 43 |
|
|
2024
Q3 | $242K | Buy |
+2,130
| New | +$242K | 0.12% | 39 |
|
|
2024
Q1 | – | Sell |
-2,675
| Closed | -$292K | – | 47 |
|
|
2023
Q4 | $292K | Sell |
2,675
-23
| -0.9% | -$2.51K | 0.17% | 33 |
|
|
2023
Q3 | $278K | Sell |
2,698
-82
| -3% | -$8.44K | 0.18% | 30 |
|
|
2023
Q2 | $321K | Buy |
2,780
+80
| +3% | +$9.23K | 0.2% | 30 |
|
|
2023
Q1 | $287K | Buy |
2,700
+460
| +21% | +$48.9K | 0.19% | 32 |
|
|
2022
Q4 | $249K | Buy |
+2,240
| New | +$249K | 0.18% | 34 |
|