Angeles 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
$2.45M Sell
30,932
-1,903
-6% -$151K 0.17% 51
2025
Q1
$2.95M Sell
32,835
-2,030
-6% -$182K 0.24% 44
2024
Q4
$3.47M Buy
34,865
+3,623
+12% +$360K 0.29% 39
2024
Q3
$3.55M Buy
31,242
+3,830
+14% +$435K 0.31% 35
2024
Q2
$3.39M Buy
27,412
+1,030
+4% +$128K 0.32% 35
2024
Q1
$3.48M Buy
26,382
+2,047
+8% +$270K 0.35% 31
2023
Q4
$2.65M Buy
24,335
+44
+0.2% +$4.8K 0.32% 30
2023
Q3
$2.5M Buy
24,291
+603
+3% +$62.1K 0.35% 29
2023
Q2
$2.73M Buy
23,688
+337
+1% +$38.9K 0.37% 28
2023
Q1
$2.48M Buy
23,351
+647
+3% +$68.8K 0.37% 30
2022
Q4
$2.52M Buy
22,704
+271
+1% +$30.1K 0.44% 29
2022
Q3
$1.93M Buy
22,433
+1,199
+6% +$103K 0.38% 31
2022
Q2
$1.94M Buy
21,234
+6
+0% +$547 0.39% 34
2022
Q1
$1.74M Buy
+21,228
New +$1.74M 0.33% 38