Heritage Family Offices’s Merck MRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,575	Closed	-$1.25M	–	188
2024 Q4	$1.25M	Sell	12,575 -465	-4%	-$46.3K	0.62%	35
2024 Q3	$1.48M	Sell	13,040 -25	-0.2%	-$2.84K	0.76%	32
2024 Q2	$1.62M	Buy	+13,065	New	+$1.62M	0.9%	24