Mindset Wealth 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
$1.54M Buy
19,419
+868
+5% +$68.7K 0.5% 17
2025
Q1
$1.67M Buy
18,551
+10,636
+134% +$955K 0.65% 14
2024
Q4
$787K Sell
7,915
-233
-3% -$23.2K 0.29% 28
2024
Q3
$925K Buy
+8,148
New +$925K 0.38% 21