MGB Wealth Management’s Merck MRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,355	Closed	-$835K	–	297
2024 Q3	$835K	Buy	7,355 +75	+1%	+$8.52K	0.3%	80
2024 Q2	$934K	Hold	7,280	–	–	0.35%	73
2024 Q1	$960K	Buy	7,280 +105	+1%	+$13.8K	0.39%	69
2023 Q4	$782K	Buy	+7,175	New	+$782K	0.39%	72