Cornerstone Planning 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
$234K Sell
2,902
-20
-0.7% -$1.62K 0.05% 78
2025
Q1
$230K Buy
2,922
+801
+38% +$63.1K 0.06% 80
2024
Q4
$208K Buy
2,121
+703
+50% +$68.9K 0.05% 70
2024
Q3
$147K Sell
1,418
-37
-3% -$3.84K 0.04% 93
2024
Q2
$163K Sell
1,455
-49
-3% -$5.5K 0.05% 89
2024
Q1
$192K Sell
1,504
-108
-7% -$13.8K 0.06% 76
2023
Q4
$176K Sell
1,612
-166
-9% -$18.1K 0.06% 88
2023
Q3
$183K Buy
1,778
+367
+26% +$37.8K 0.07% 81
2023
Q2
$163K Buy
+1,411
New +$163K 0.06% 98
2022
Q4
$227K Buy
+2,065
New +$227K 0.1% 90