Ethos Financial 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
$531K Sell
6,641
-482
-7% -$38.5K 0.05% 250
2025
Q1
$714K Hold
7,123
0.07% 184
2024
Q4
$714K Buy
7,123
+864
+14% +$86.7K 0.09% 126
2024
Q3
$716K Sell
6,259
-132
-2% -$15.1K 0.12% 100
2024
Q2
$796K Sell
6,391
-320
-5% -$39.9K 0.14% 93
2024
Q1
$891K Sell
6,711
-9
-0.1% -$1.2K 0.17% 85
2023
Q4
$738K Buy
6,720
+1,046
+18% +$115K 0.16% 99
2023
Q3
$588K Buy
5,674
+1,746
+44% +$181K 0.15% 84
2023
Q2
$421K Hold
3,928
0.14% 78
2023
Q1
$421K Sell
3,928
-95
-2% -$10.2K 0.13% 94
2022
Q4
$449K Buy
+4,023
New +$449K 0.15% 83