Berry Wealth Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-33,708
| Closed | -$3.03M | – | 111 |
|
2025
Q1 | $3.03M | Sell |
33,708
-2,571
| -7% | -$231K | 2.37% | 13 |
|
2024
Q4 | $3.61M | Sell |
36,279
-754
| -2% | -$75K | 2.6% | 12 |
|
2024
Q3 | $4.21M | Buy |
37,033
+540
| +1% | +$61.3K | 3.01% | 11 |
|
2024
Q2 | $4.52M | Buy |
36,493
+804
| +2% | +$99.5K | 3.61% | 9 |
|
2024
Q1 | $4.71M | Sell |
35,689
-6,558
| -16% | -$865K | 3.91% | 9 |
|
2023
Q4 | $4.61M | Buy |
+42,247
| New | +$4.61M | 4.24% | 8 |
|