Aviso 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 | $1.63M | Buy |
20,626
+1,032
| +5% | +$81.7K | 0.76% | 34 |
|
|
2025
Q1 | $1.76M | Buy |
19,594
+15,409
| +368% | +$1.38M | 0.93% | 25 |
|
|
2024
Q4 | $416K | Buy |
4,185
+82
| +2% | +$8.16K | 0.21% | 97 |
|
|
2024
Q3 | $466K | Buy |
4,103
+586
| +17% | +$66.5K | 0.25% | 91 |
|
|
2024
Q2 | $435K | Buy |
3,517
+79
| +2% | +$9.78K | 0.26% | 85 |
|
|
2024
Q1 | $454K | Sell |
3,438
-137
| -4% | -$18.1K | 0.29% | 85 |
|
|
2023
Q4 | $390K | Buy |
+3,575
| New | +$390K | 0.28% | 84 |
|