Fortitude Advisory 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
$266K Sell
3,361
-574
-15% -$45.4K 0.15% 156
2025
Q1
$301K Sell
3,935
-2,474
-39% -$189K 0.22% 110
2024
Q4
$638K Sell
6,409
-74
-1% -$7.36K 0.38% 48
2024
Q3
$736K Hold
6,483
0.46% 42
2024
Q2
$803K Buy
6,483
+488
+8% +$60.4K 0.48% 34
2024
Q1
$791K Sell
5,995
-306
-5% -$40.4K 0.45% 46
2023
Q4
$687K Buy
6,301
+1,352
+27% +$147K 0.42% 46
2023
Q3
$510K Buy
4,949
+563
+13% +$58K 0.34% 65
2023
Q2
$506K Buy
4,386
+33
+0.8% +$3.81K 0.37% 60
2023
Q1
$463K Buy
4,353
+19
+0.4% +$2.02K 0.36% 69
2022
Q4
$481K Buy
4,334
+88
+2% +$9.77K 0.41% 63
2022
Q3
$366K Buy
4,246
+65
+2% +$5.6K 0.35% 72
2022
Q2
$381K Buy
4,181
+1
+0% +$91 0.35% 78
2022
Q1
$344K Buy
4,180
+423
+11% +$34.8K 0.18% 96
2021
Q4
$289K Buy
+3,757
New +$289K 0.15% 129