Journey Advisory Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.2M Sell
27,835
-1,468
-5% -$116K 0.17% 121
2025
Q1
$2.63M Sell
29,303
-9,197
-24% -$826K 0.22% 106
2024
Q4
$4.77M Hold
38,500
0.57% 52
2024
Q3
$4.77M Buy
38,500
+550
+1% +$68.1K 0.57% 52
2024
Q2
$4.7M Sell
37,950
-1,498
-4% -$185K 0.56% 52
2024
Q1
$5.21M Sell
39,448
-2,681
-6% -$354K 0.64% 43
2023
Q4
$4.59M Sell
42,129
-2,341
-5% -$255K 0.62% 45
2023
Q3
$4.58M Buy
44,470
+956
+2% +$98.4K 0.68% 41
2023
Q2
$5.02M Sell
43,514
-1,130
-3% -$130K 0.75% 40
2023
Q1
$4.75M Sell
44,644
-718
-2% -$76.4K 0.75% 39
2022
Q4
$5.03M Buy
45,362
+7,752
+21% +$860K 1.25% 17
2022
Q3
$3.24M Sell
37,610
-267
-0.7% -$23K 0.83% 27
2022
Q2
$3.35M Buy
37,877
+7,678
+25% +$680K 0.77% 30
2022
Q1
$2.48M Buy
30,199
+2,236
+8% +$183K 0.63% 39
2021
Q4
$2.14M Buy
27,963
+4,627
+20% +$355K 0.59% 44
2021
Q3
$1.75M Sell
23,336
-2,287
-9% -$172K 0.57% 45
2021
Q2
$1.99M Sell
25,623
-1,172
-4% -$91.2K 0.63% 44
2021
Q1
$1.97M Buy
26,795
+5
+0% +$368 0.69% 41
2020
Q4
$2.09M Buy
+26,790
New +$2.09M 0.78% 36