Milestone Asset Management’s Merck MRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Buy	+3,784	New	+$300K	0.06%	177
2025 Q1	–	Sell	-3,033	Closed	-$302K	–	234
2024 Q4	$302K	Sell	3,033 -2,628	-46%	-$261K	0.07%	196
2024 Q3	$643K	Buy	+5,661	New	+$643K	0.14%	123