Genesis Wealth 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
$265K Sell
3,349
-348
-9% -$27.5K 0.2% 50
2025
Q1
$332K Hold
3,697
0.27% 40
2024
Q4
$368K Buy
+3,697
New +$368K 0.32% 38
2015
Q2
$333K Buy
6,137
+58
+1% +$3.15K 0.27% 35
2015
Q1
$330K Buy
6,079
+314
+5% +$17K 0.27% 38
2014
Q4
$322K Buy
+5,765
New +$322K 0.26% 41