Mowery & Schoenfeld 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 | $57.3K | Sell |
724
-36
| -5% | -$2.85K | 0.09% | 110 |
|
|
2025
Q1 | $68.2K | Sell |
760
-31
| -4% | -$2.78K | 0.13% | 109 |
|
|
2024
Q4 | $78.7K | Buy |
791
+412
| +109% | +$41K | 0.15% | 85 |
|
|
2024
Q3 | $43K | Buy |
379
+122
| +47% | +$13.9K | 0.07% | 107 |
|
|
2024
Q2 | $31.8K | Buy |
257
+240
| +1,412% | +$29.7K | 0.05% | 122 |
|
|
2024
Q1 | $2.24K | Sell |
17
-3
| -15% | -$396 | ﹤0.01% | 135 |
|
|
2023
Q4 | $2.18K | Buy |
+20
| New | +$2.18K | ﹤0.01% | 141 |
|