LMG Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
25,463
+1,680
| +7% | +$133K | 0.41% | 67 |
|
|
2025
Q1 | $2.13M | Buy |
23,783
+695
| +3% | +$62.4K | 0.48% | 62 |
|
|
2024
Q4 | $2.3M | Buy |
23,088
+708
| +3% | +$70.4K | 0.5% | 57 |
|
|
2024
Q3 | $2.54M | Buy |
22,380
+988
| +5% | +$112K | 0.58% | 48 |
|
|
2024
Q2 | $2.65M | Buy |
21,392
+434
| +2% | +$53.7K | 0.66% | 48 |
|
|
2024
Q1 | $2.77M | Buy |
20,958
+304
| +1% | +$40.1K | 0.7% | 46 |
|
|
2023
Q4 | $2.25M | Buy |
20,654
+888
| +4% | +$96.8K | 0.63% | 46 |
|
|
2023
Q3 | $2.03M | Buy |
19,766
+295
| +2% | +$30.4K | 0.62% | 47 |
|
|
2023
Q2 | $2.25M | Buy |
19,471
+513
| +3% | +$59.2K | 0.69% | 44 |
|
|
2023
Q1 | $2.02M | Sell |
18,958
-3,451
| -15% | -$367K | 0.65% | 45 |
|
|
2022
Q4 | $2.48M | Buy |
+22,409
| New | +$2.48M | 0.82% | 39 |
|