Journey Strategic 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
$1.75M Buy
22,146
+6,930
+46% +$549K 0.06% 103
2025
Q1
$1.37M Sell
15,216
-235
-2% -$21.1K 0.05% 101
2024
Q4
$1.54M Sell
15,451
-1,373
-8% -$137K 0.06% 87
2024
Q3
$1.91M Buy
16,824
+3,343
+25% +$380K 0.07% 76
2024
Q2
$1.67M Buy
13,481
+3,012
+29% +$373K 0.07% 58
2024
Q1
$1.38M Buy
10,469
+1,104
+12% +$146K 0.06% 57
2023
Q4
$1.02M Buy
9,365
+630
+7% +$68.7K 0.05% 63
2023
Q3
$899K Buy
8,735
+224
+3% +$23.1K 0.04% 63
2023
Q2
$982K Sell
8,511
-2,419
-22% -$279K 0.04% 57
2023
Q1
$1.16M Sell
10,930
-366
-3% -$38.9K 0.12% 52
2022
Q4
$1.25M Buy
11,296
+2,514
+29% +$279K 0.15% 50
2022
Q3
$757K Buy
8,782
+3,379
+63% +$291K 0.1% 50
2022
Q2
$493K Sell
5,403
-2,451
-31% -$224K 0.07% 58
2022
Q1
$645K Buy
7,854
+1,850
+31% +$152K 0.07% 40
2021
Q4
$460K Buy
+6,004
New +$460K 0.05% 77