Everhart 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
$939K Sell
11,865
-1,945
-14% -$154K 0.11% 127
2025
Q1
$1.24M Buy
13,810
+3,224
+30% +$289K 0.17% 87
2024
Q4
$1.05M Sell
10,586
-1,464
-12% -$146K 0.22% 92
2024
Q3
$1.37M Sell
12,050
-823
-6% -$93.5K 0.3% 61
2024
Q2
$1.59M Buy
12,873
+1,355
+12% +$168K 0.41% 43
2024
Q1
$1.52M Buy
11,518
+2,210
+24% +$292K 0.44% 41
2023
Q4
$1.01M Sell
9,308
-732
-7% -$79.8K 0.36% 57
2023
Q3
$1.03M Buy
10,040
+452
+5% +$46.5K 0.44% 50
2023
Q2
$1.11M Buy
9,588
+586
+7% +$67.6K 0.46% 43
2023
Q1
$958K Buy
9,002
+900
+11% +$95.8K 0.43% 49
2022
Q4
$899K Buy
8,102
+1,200
+17% +$133K 0.45% 45
2022
Q3
$594K Buy
6,902
+812
+13% +$69.9K 0.33% 61
2022
Q2
$556K Buy
6,090
+3,572
+142% +$326K 0.34% 66
2022
Q1
$207K Buy
+2,518
New +$207K 0.12% 127