Curran Financial Partners’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
2,834
-222
-7% -$17.6K 0.05% 111
2025
Q1
$274K Buy
+3,056
New +$274K 0.07% 81
2024
Q4
Sell
-2,076
Closed -$236K 98
2024
Q3
$236K Buy
2,076
+134
+7% +$15.2K 0.07% 83
2024
Q2
$240K Buy
1,942
+37
+2% +$4.58K 0.08% 79
2024
Q1
$251K Hold
1,905
0.09% 73
2023
Q4
$227K Buy
+1,905
New +$227K 0.09% 73
2023
Q3
Sell
-1,921
Closed -$222K 79
2023
Q2
$222K Sell
1,921
-1
-0.1% -$115 0.1% 69
2023
Q1
$204K Buy
+1,922
New +$204K 0.1% 64