FWP
Falcon Wealth Planning’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
2,785
-235
| -8% | -$18.6K | 0.02% | 165 |
|
|
2025
Q1 | $271K | Buy |
3,020
+318
| +12% | +$28.5K | 0.03% | 146 |
|
|
2024
Q4 | $269K | Sell |
2,702
-65
| -2% | -$6.47K | 0.03% | 139 |
|
|
2024
Q3 | $314K | Buy |
2,767
+194
| +8% | +$22K | 0.04% | 119 |
|
|
2024
Q2 | $319K | Buy |
2,573
+161
| +7% | +$19.9K | 0.04% | 103 |
|
|
2024
Q1 | $318K | Buy |
2,412
+34
| +1% | +$4.49K | 0.05% | 108 |
|
|
2023
Q4 | $259K | Buy |
+2,378
| New | +$259K | 0.05% | 109 |
|