Lakeridge 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 | $338K | Sell |
4,276
-575
| -12% | -$45.5K | 0.16% | 111 |
|
|
2025
Q1 | $435K | Sell |
4,851
-445
| -8% | -$39.9K | 0.22% | 93 |
|
|
2024
Q4 | $527K | Sell |
5,296
-31
| -0.6% | -$3.08K | 0.27% | 77 |
|
|
2024
Q3 | $605K | Sell |
5,327
-103
| -2% | -$11.7K | 0.33% | 62 |
|
|
2024
Q2 | $672K | Sell |
5,430
-45
| -0.8% | -$5.57K | 0.4% | 48 |
|
|
2024
Q1 | $722K | Sell |
5,475
-271
| -5% | -$35.8K | 0.47% | 43 |
|
|
2023
Q4 | $626K | Buy |
+5,746
| New | +$626K | 0.45% | 45 |
|