Holistic Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
6,982
+349
| +5% | +$27.6K | 0.16% | 113 |
|
|
2025
Q1 | $595K | Sell |
6,633
-94
| -1% | -$8.44K | 0.2% | 89 |
|
|
2024
Q4 | $669K | Sell |
6,727
-224
| -3% | -$22.3K | 0.24% | 79 |
|
|
2024
Q3 | $789K | Buy |
6,951
+1,144
| +20% | +$130K | 0.33% | 62 |
|
|
2024
Q2 | $766K | Hold |
5,807
| – | – | 0.59% | 48 |
|
|
2024
Q1 | $766K | Buy |
5,807
+53
| +0.9% | +$6.99K | 0.58% | 48 |
|
|
2023
Q4 | $627K | Buy |
+5,754
| New | +$627K | 0.53% | 52 |
|