JPL 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 | $215K | Sell |
2,716
-469
| -15% | -$37.1K | 0.06% | 111 |
|
|
2025
Q1 | $286K | Sell |
3,185
-1,089
| -25% | -$97.7K | 0.08% | 101 |
|
|
2024
Q4 | $425K | Buy |
+4,274
| New | +$425K | 0.12% | 99 |
|
|
2024
Q2 | $2.22M | Buy |
17,896
+1,076
| +6% | +$133K | 1.09% | 40 |
|
|
2024
Q1 | $2.22M | Buy |
16,820
+2,754
| +20% | +$363K | 1.23% | 33 |
|
|
2023
Q4 | $1.53M | Buy |
+14,066
| New | +$1.53M | 1.1% | 39 |
|