Forza Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $830K | Sell |
10,484
-277
| -3% | -$21.9K | 0.34% | 77 |
|
2025
Q1 | $966K | Buy |
10,761
+138
| +1% | +$12.4K | 0.43% | 57 |
|
2024
Q4 | $1.06M | Sell |
10,623
-221
| -2% | -$22K | 0.48% | 52 |
|
2024
Q3 | $1.23M | Buy |
10,844
+364
| +3% | +$41.3K | 0.56% | 48 |
|
2024
Q2 | $1.3M | Buy |
10,480
+82
| +0.8% | +$10.2K | 0.67% | 40 |
|
2024
Q1 | $1.37M | Sell |
10,398
-200
| -2% | -$26.4K | 0.71% | 42 |
|
2023
Q4 | $1.16M | Sell |
10,598
-2,826
| -21% | -$308K | 0.64% | 46 |
|
2023
Q3 | $1.38M | Hold |
13,424
| – | – | 0.71% | 41 |
|
2023
Q2 | $1.55M | Buy |
13,424
+340
| +3% | +$39.2K | 0.78% | 37 |
|
2023
Q1 | $1.39M | Buy |
13,084
+2,540
| +24% | +$270K | 0.72% | 41 |
|
2022
Q4 | $1.17M | Buy |
+10,544
| New | +$1.17M | 0.78% | 41 |
|