Integris 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 | $229K | Buy |
2,891
+465
| +19% | +$36.8K | 0.06% | 105 |
|
|
2025
Q1 | $218K | Sell |
2,426
-28
| -1% | -$2.51K | 0.06% | 100 |
|
|
2024
Q4 | $244K | Hold |
2,454
| – | – | 0.07% | 90 |
|
|
2024
Q3 | $279K | Hold |
2,454
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $304K | Hold |
2,454
| – | – | 0.09% | 72 |
|
|
2024
Q1 | $324K | Sell |
2,454
-60
| -2% | -$7.92K | 0.09% | 67 |
|
|
2023
Q4 | $274K | Hold |
2,514
| – | – | 0.08% | 78 |
|
|
2023
Q3 | $259K | Hold |
2,514
| – | – | 0.08% | 78 |
|
|
2023
Q2 | $290K | Sell |
2,514
-329
| -12% | -$38K | 0.1% | 63 |
|
|
2023
Q1 | $302K | Hold |
2,843
| – | – | 0.11% | 61 |
|
|
2022
Q4 | $315K | Buy |
+2,843
| New | +$315K | 0.12% | 58 |
|