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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Buy	25,419 +505	+2%	+$40K	0.65%	37
2025 Q1	$2.24M	Sell	24,914 -2,461	-9%	-$221K	0.76%	29
2024 Q4	$2.72M	Sell	27,375 -2	-0%	-$199	0.91%	20
2024 Q3	$3.11M	Sell	27,377 -100	-0.4%	-$11.4K	1.02%	18
2024 Q2	$3.47M	Buy	+27,477	New	+$3.47M	1.16%	14