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