Defined Wealth Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Buy
5,671
+19
+0.3% +$1.5K 0.28% 81
2025
Q1
$507K Buy
5,652
+69
+1% +$6.19K 0.34% 65
2024
Q4
$555K Buy
5,583
+47
+0.8% +$4.68K 0.37% 61
2024
Q3
$629K Buy
5,536
+24
+0.4% +$2.73K 0.41% 57
2024
Q2
$682K Buy
5,512
+53
+1% +$6.56K 0.47% 55
2024
Q1
$720K Buy
5,459
+14
+0.3% +$1.85K 0.52% 52
2023
Q4
$594K Buy
5,445
+11
+0.2% +$1.2K 0.45% 56
2023
Q3
$559K Buy
5,434
+74
+1% +$7.62K 0.48% 55
2023
Q2
$618K Buy
5,360
+10
+0.2% +$1.15K 0.52% 51
2023
Q1
$569K Hold
5,350
0.53% 50
2022
Q4
$594K Hold
5,350
0.56% 50
2022
Q3
$461K Hold
5,350
0.5% 51
2022
Q2
$488K Hold
5,350
0.5% 49
2022
Q1
$439K Hold
5,350
0.39% 60
2021
Q4
$410K Hold
5,350
0.34% 65
2021
Q3
$402K Hold
5,350
0.36% 62
2021
Q2
$416K Sell
5,350
-257
-5% -$20K 0.37% 62
2021
Q1
$412K Hold
5,607
0.39% 60
2020
Q4
$438K Buy
+5,607
New +$438K 0.43% 52