Evernest Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $925K | Buy |
11,680
+598
| +5% | +$47.3K | 0.3% | 72 |
|
2025
Q1 | $995K | Sell |
11,082
-743
| -6% | -$66.7K | 0.36% | 66 |
|
2024
Q4 | $1.18M | Buy |
11,825
+96
| +0.8% | +$9.55K | 0.31% | 56 |
|
2024
Q3 | $1.33M | Buy |
11,729
+272
| +2% | +$30.9K | 0.36% | 48 |
|
2024
Q2 | $1.42M | Sell |
11,457
-287
| -2% | -$35.5K | 0.64% | 28 |
|
2024
Q1 | $1.48M | Buy |
11,744
+624
| +6% | +$78.5K | 0.7% | 28 |
|
2023
Q4 | $1.21M | Buy |
+11,120
| New | +$1.21M | 0.62% | 39 |
|
2021
Q4 | $1.34M | Buy |
+10,661
| New | +$1.34M | 0.69% | 31 |
|