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