Lockerman Financial Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,640
Closed -$237K 129
2025
Q1
$237K Sell
2,640
-160
-6% -$14.4K 0.36% 100
2024
Q4
$279K Sell
2,800
-155
-5% -$15.4K 0.47% 73
2024
Q3
$336K Sell
2,955
-366
-11% -$41.6K 0.57% 57
2024
Q2
$411K Sell
3,321
-61
-2% -$7.55K 0.75% 39
2024
Q1
$446K Buy
3,382
+197
+6% +$26K 0.85% 35
2023
Q4
$347K Buy
3,185
+30
+1% +$3.27K 0.8% 39
2023
Q3
$325K Sell
3,155
-59
-2% -$6.07K 0.87% 39
2023
Q2
$371K Sell
3,214
-538
-14% -$62.1K 1.03% 29
2023
Q1
$399K Sell
3,752
-173
-4% -$18.4K 1.1% 24
2022
Q4
$435K Sell
3,925
-32
-0.8% -$3.55K 1.27% 25
2022
Q3
$341K Buy
3,957
+64
+2% +$5.52K 0.98% 27
2022
Q2
$355K Buy
3,893
+622
+19% +$56.7K 1.13% 25
2022
Q1
$268K Sell
3,271
-27
-0.8% -$2.21K 0.72% 46
2021
Q4
$253K Buy
+3,298
New +$253K 0.66% 49