Kaufman Rossin 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
$561K Buy
7,086
+3,410
+93% +$270K 0.36% 40
2025
Q1
$330K Buy
+3,676
New +$330K 0.24% 77