Johnson & White 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
$778K Sell
9,827
-7
-0.1% -$554 0.39% 51
2025
Q1
$883K Buy
9,834
+157
+2% +$14.1K 0.5% 47
2024
Q4
$960K Buy
9,677
+637
+7% +$63.2K 0.58% 40
2024
Q3
$1.03M Buy
9,040
+396
+5% +$45K 0.88% 25
2024
Q2
$1.07M Buy
8,644
+532
+7% +$65.9K 1.02% 24
2024
Q1
$1.07M Buy
8,112
+280
+4% +$36.9K 0.78% 34
2023
Q4
$854K Buy
7,832
+136
+2% +$14.8K 0.71% 35
2023
Q3
$792K Buy
7,696
+26
+0.3% +$2.68K 0.72% 36
2023
Q2
$885K Sell
7,670
-42
-0.5% -$4.85K 1.21% 20
2023
Q1
$821K Sell
7,712
-4,203
-35% -$447K 0.73% 33
2022
Q4
$611K Buy
11,915
+3,580
+43% +$184K 0.62% 45
2022
Q3
$718K Buy
+8,335
New +$718K 0.81% 33