Abound 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
$231K Buy
2,920
+510
+21% +$40.4K 0.07% 68
2025
Q1
$216K Buy
2,410
+1,455
+152% +$131K 0.07% 65
2024
Q4
$95K Sell
955
-237
-20% -$23.6K 0.03% 109
2024
Q3
$135K Buy
1,192
+156
+15% +$17.7K 0.05% 84
2024
Q2
$128K Sell
1,036
-69
-6% -$8.54K 0.05% 74
2024
Q1
$146K Sell
1,105
-786
-42% -$104K 0.06% 71
2023
Q4
$206K Sell
1,891
-24
-1% -$2.62K 0.08% 58
2023
Q3
$197K Buy
1,915
+34
+2% +$3.5K 0.08% 52
2023
Q2
$217K Buy
1,881
+176
+10% +$20.3K 0.09% 49
2023
Q1
$181K Buy
1,705
+141
+9% +$15K 0.08% 54
2022
Q4
$174K Sell
1,564
-17
-1% -$1.89K 0.09% 51
2022
Q3
$136K Buy
+1,581
New +$136K 0.07% 49