Morris Financial Concepts’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
3,049
-1,165
-28% -$92.2K 0.1% 117
2025
Q1
$378K Sell
4,214
-171
-4% -$15.3K 0.16% 85
2024
Q4
$436K Sell
4,385
-8
-0.2% -$796 0.19% 71
2024
Q3
$499K Buy
4,393
+71
+2% +$8.06K 0.21% 65
2024
Q2
$535K Sell
4,322
-36
-0.8% -$4.46K 0.26% 53
2024
Q1
$575K Sell
4,358
-110
-2% -$14.5K 0.29% 48
2023
Q4
$487K Sell
4,468
-9
-0.2% -$981 0.28% 48
2023
Q3
$461K Sell
4,477
-121
-3% -$12.5K 0.31% 46
2023
Q2
$531K Buy
4,598
+1,614
+54% +$186K 0.34% 43
2023
Q1
$317K Sell
2,984
-31
-1% -$3.3K 0.22% 60
2022
Q4
$335K Sell
3,015
-22
-0.7% -$2.44K 0.27% 58
2022
Q3
$262K Sell
3,037
-50
-2% -$4.31K 0.27% 54
2022
Q2
$281K Sell
3,087
-18
-0.6% -$1.64K 0.27% 53
2022
Q1
$255K Buy
3,105
+110
+4% +$9.03K 0.21% 59
2021
Q4
$230K Buy
+2,995
New +$230K 0.19% 60