Heritage Wealth Management (California)’s Merck MRK Stock Holding History

Heritage Wealth Management (California)’s Portfolio MRK Stock Details MRK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Buy
2025 Q1	–	Sell
2024 Q4	$263K	Buy
2024 Q3	$199K	Sell
2024 Q2	$221K	Sell
2024 Q1	$239K	Buy
2023 Q4	$195K	Buy