Able 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
Q1
Sell
-2,014
Closed -$200K 102
2024
Q4
$200K Buy
2,014
+68
+3% +$6.76K 0.13% 96
2024
Q3
$221K Hold
1,946
0.17% 84
2024
Q2
$241K Buy
1,946
+11
+0.6% +$1.36K 0.2% 73
2024
Q1
$255K Sell
1,935
-10
-0.5% -$1.32K 0.22% 70
2023
Q4
$212K Buy
+1,945
New +$212K 0.19% 73