Legacy Capital Group California’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
22,804
-8,954
-28% -$709K 0.5% 33
2025
Q1
$2.85M Buy
31,758
+1,486
+5% +$133K 0.99% 14
2024
Q4
$3.01M Buy
30,272
+8,734
+41% +$869K 0.92% 14
2024
Q3
$2.45M Sell
21,538
-474
-2% -$53.8K 0.81% 15
2024
Q2
$2.73M Buy
22,012
+65
+0.3% +$8.05K 0.98% 12
2024
Q1
$2.9M Sell
21,947
-5,236
-19% -$691K 1.07% 11
2023
Q4
$2.96M Sell
27,183
-32
-0.1% -$3.49K 1.15% 15
2023
Q3
$2.8M Sell
27,215
-3
-0% -$309 1.2% 13
2023
Q2
$3.14M Buy
27,218
+235
+0.9% +$27.1K 1.29% 13
2023
Q1
$2.87M Buy
+26,983
New +$2.87M 1.4% 12