Intergy Private Wealth’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
2,946
+133
+5% +$10.5K 0.08% 90
2025
Q1
$252K Sell
2,813
-939
-25% -$84.3K 0.1% 83
2024
Q4
$373K Buy
3,752
+609
+19% +$60.6K 0.14% 67
2024
Q3
$357K Buy
3,143
+80
+3% +$9.09K 0.14% 68
2024
Q2
$379K Buy
3,063
+50
+2% +$6.19K 0.16% 64
2024
Q1
$398K Buy
3,013
+6
+0.2% +$792 0.16% 63
2023
Q4
$328K Buy
3,007
+36
+1% +$3.93K 0.14% 61
2023
Q3
$306K Sell
2,971
-40
-1% -$4.12K 0.15% 62
2023
Q2
$347K Buy
3,011
+110
+4% +$12.7K 0.17% 59
2023
Q1
$309K Buy
2,901
+10
+0.3% +$1.06K 0.17% 58
2022
Q4
$321K Buy
+2,891
New +$321K 0.2% 54