Evergreen Private Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Sell |
1,503
-41
| -3% | -$3.25K | 0.05% | 86 |
|
|
2025
Q1 | $139K | Hold |
1,544
| – | – | 0.06% | 84 |
|
|
2024
Q4 | $154K | Hold |
1,544
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $175K | Hold |
1,544
| – | – | 0.08% | 73 |
|
|
2024
Q2 | $191K | Hold |
1,544
| – | – | 0.09% | 68 |
|
|
2024
Q1 | $204K | Hold |
1,544
| – | – | 0.1% | 72 |
|
|
2023
Q4 | $168K | Buy |
+1,544
| New | +$168K | 0.09% | 72 |
|