Alliance Wealth Advisors (Utah)’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Buy
27,623
+1,131
+4% +$89.5K 0.53% 60
2025
Q1
$2.38M Buy
26,492
+49
+0.2% +$4.4K 0.62% 55
2024
Q4
$2.63M Buy
26,443
+1,495
+6% +$149K 0.68% 56
2024
Q3
$2.83M Buy
24,948
+1,122
+5% +$127K 0.74% 53
2024
Q2
$2.95M Buy
23,826
+573
+2% +$70.9K 0.87% 37
2024
Q1
$3.07M Buy
23,253
+1,068
+5% +$141K 0.92% 32
2023
Q4
$2.42M Buy
22,185
+344
+2% +$37.5K 0.81% 39
2023
Q3
$2.25M Buy
21,841
+1,378
+7% +$142K 0.83% 37
2023
Q2
$2.36M Sell
20,463
-6,313
-24% -$728K 0.88% 33
2023
Q1
$2.85M Buy
26,776
+873
+3% +$92.9K 1.15% 16
2022
Q4
$2.87M Buy
+25,903
New +$2.87M 1.29% 17