Gallagher Fiduciary 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
$938K Buy
11,848
+1,129
+11% +$89.4K 0.04% 81
2025
Q1
$962K Buy
10,719
+380
+4% +$34.1K 0.03% 87
2024
Q4
$1.03M Buy
10,339
+3,500
+51% +$348K 0.2% 61
2024
Q3
$777K Sell
6,839
-2,873
-30% -$326K 0.16% 70
2024
Q2
$1.2M Buy
9,712
+1,485
+18% +$184K 0.27% 44
2024
Q1
$1.09M Buy
8,227
+197
+2% +$26K 0.04% 55
2023
Q4
$875K Buy
8,030
+32
+0.4% +$3.49K 0.03% 59
2023
Q3
$823K Sell
7,998
-194
-2% -$20K 0.07% 57
2023
Q2
$946K Sell
8,192
-386
-4% -$44.6K 0.07% 63
2023
Q1
$913K Buy
+8,578
New +$913K 0.08% 70