Avaii 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
$368K Buy
+4,646
New +$368K 0.16% 79
2024
Q3
Sell
-2,529
Closed -$313K 144
2024
Q2
$313K Sell
2,529
-84
-3% -$10.4K 0.17% 107
2024
Q1
$345K Sell
2,613
-294
-10% -$38.8K 0.2% 94
2023
Q4
$317K Buy
2,907
+881
+43% +$96.1K 0.21% 102
2023
Q3
$209K Sell
2,026
-254
-11% -$26.1K 0.16% 130
2023
Q2
$263K Sell
2,280
-98
-4% -$11.3K 0.2% 108
2023
Q1
$253K Sell
2,378
-7
-0.3% -$745 0.22% 109
2022
Q4
$265K Buy
+2,385
New +$265K 0.24% 100