Geometric Wealth Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$206K Sell
2024
Q4
$231K Hold
2024
Q3
$264K Hold
2024
Q2
$287K Buy
2024
Q1
$251K Hold
2023
Q4
$207K Buy
2023
Q3
Sell
2023
Q2
$201K Buy
2023
Q1
$207K Buy