Mosaic Financial Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Hold
7,455
0.45% 50
2025
Q1
$669K Sell
7,455
-488
-6% -$43.8K 0.54% 47
2024
Q4
$790K Hold
7,943
0.57% 42
2024
Q3
$902K Sell
7,943
-288
-3% -$32.7K 0.64% 40
2024
Q2
$1.02M Buy
8,231
+202
+3% +$25K 0.73% 37
2024
Q1
$1.06M Buy
+8,029
New +$1.06M 0.85% 32