LWM
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Lionshead Wealth Management’s Merck MRK Stock Holding History

Lionshead Wealth Management’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$448K Sell
5,603
-83
-1% -$6.64K 0.41% 61
2025
Q1 		$515K Buy
5,686
+344
+6% +$31.2K 0.54% 51
2024
Q4 		$536K Buy
+5,342
New +$536K 0.39% 54