Beacon 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
$405K Buy
5,118
+2
+0% +$158 0.17% 115
2025
Q1
$459K Buy
5,116
+3
+0.1% +$269 0.22% 105
2024
Q4
$509K Buy
+5,113
New +$509K 0.24% 101