Modern 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 | $1.58M | Sell |
19,993
-2,208
| -10% | -$175K | 0.04% | 293 |
|
|
2025
Q1 | $1.99M | Buy |
22,201
+10,001
| +82% | +$898K | 0.06% | 205 |
|
|
2024
Q4 | $1.21M | Buy |
12,200
+4,011
| +49% | +$399K | 0.05% | 236 |
|
|
2024
Q3 | $930K | Buy |
8,189
+1,078
| +15% | +$122K | 0.06% | 171 |
|
|
2024
Q2 | $880K | Buy |
7,111
+2,769
| +64% | +$343K | 0.06% | 148 |
|
|
2024
Q1 | $573K | Buy |
4,342
+379
| +10% | +$50K | 0.05% | 161 |
|
|
2023
Q4 | $432K | Buy |
+3,963
| New | +$432K | 0.05% | 102 |
|