Mosaic Family Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
3,486
-3
| -0.1% | -$237 | 0.04% | 185 |
|
|
2025
Q1 | $313K | Sell |
3,489
-937
| -21% | -$84.1K | 0.04% | 164 |
|
|
2024
Q4 | $440K | Buy |
4,426
+1,024
| +30% | +$102K | 0.06% | 135 |
|
|
2024
Q3 | $386K | Hold |
3,402
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $421K | Buy |
3,402
+319
| +10% | +$39.5K | 0.07% | 132 |
|
|
2024
Q1 | $407K | Buy |
3,083
+88
| +3% | +$11.6K | 0.07% | 134 |
|
|
2023
Q4 | $327K | Buy |
2,995
+116
| +4% | +$12.6K | 0.06% | 136 |
|
|
2023
Q3 | $296K | Hold |
2,879
| – | – | 0.06% | 142 |
|
|
2023
Q2 | $332K | Sell |
2,879
-200
| -6% | -$23.1K | 0.07% | 134 |
|
|
2023
Q1 | $328K | Sell |
3,079
-13
| -0.4% | -$1.38K | 0.07% | 133 |
|
|
2022
Q4 | $343K | Buy |
+3,092
| New | +$343K | 0.1% | 126 |
|