McCarter Private Wealth Services’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
5,287
+20
+0.4% +$1.58K 0.24% 78
2025
Q1
$473K Buy
5,267
+105
+2% +$9.43K 0.31% 62
2024
Q4
$514K Sell
5,162
-305
-6% -$30.3K 0.33% 56
2024
Q3
$621K Buy
+5,467
New +$621K 0.39% 52