Allen 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
$1.87M Sell
23,630
-4
-0% -$317 1.31% 17
2025
Q1
$2.12M Sell
23,634
-312
-1% -$28K 1.46% 13
2024
Q4
$2.38M Sell
23,946
-78
-0.3% -$7.76K 1.71% 10
2024
Q3
$2.73M Buy
24,024
+1,940
+9% +$220K 1.89% 10
2024
Q2
$2.73M Buy
22,084
+56
+0.3% +$6.93K 2.43% 7
2024
Q1
$2.91M Buy
22,028
+246
+1% +$32.5K 2.56% 6
2023
Q4
$2.37M Buy
+21,782
New +$2.37M 2.33% 10