Graybill 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
$795K Hold
10,047
0.26% 55
2025
Q1
$902K Buy
+10,047
New +$902K 0.31% 54
2024
Q3
$210K Sell
1,850
-150
-8% -$17K 0.08% 57
2024
Q2
$248K Buy
+2,000
New +$248K 0.1% 56
2017
Q4
Sell
-65,873
Closed -$4.03M 50
2017
Q3
$4.03M Buy
65,873
+304
+0.5% +$18.6K 2.98% 4
2017
Q2
$4.01M Buy
65,569
+1,271
+2% +$77.7K 3.17% 5
2017
Q1
$3.9M Buy
64,298
+1,219
+2% +$73.9K 3.09% 5
2016
Q4
$3.54M Buy
63,079
+1,661
+3% +$93.3K 3.02% 13
2016
Q3
$3.66M Sell
61,418
-660
-1% -$39.3K 3.4% 3
2016
Q2
$3.41M Sell
62,078
-1,174
-2% -$64.5K 3.16% 5
2016
Q1
$3.19M Buy
+63,252
New +$3.19M 2.88% 11