AssuredPartners Investment Advisors’s Merck MRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$380K	Sell	4,801 -2,620	-35%	-$207K	0.09%	162
2025 Q1	$666K	Sell	7,421 -471	-6%	-$42.3K	0.13%	168
2024 Q4	$785K	Buy	+7,892	New	+$785K	0.15%	143