Capital Performance 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	$668K	Buy	8,440 +5,613	+199%	+$444K	0.13%	82
2025 Q1	$254K	Buy	+2,827	New	+$254K	0.06%	193
2024 Q4	–	Sell	-738	Closed	-$83.9K	–	1698
2024 Q3	$83.9K	Buy	+738	New	+$83.9K	0.03%	234