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 |
|