Northern Financial Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Sell
7,887
-699
-8% -$55.3K 0.47% 57
2025
Q1
$771K Sell
8,586
-6,007
-41% -$539K 0.64% 51
2024
Q4
$1.45M Sell
14,593
-5,450
-27% -$542K 1.16% 27
2024
Q3
$2.28M Sell
20,043
-1,861
-8% -$211K 1.73% 12
2024
Q2
$2.71M Buy
21,904
+464
+2% +$57.4K 2.17% 8
2024
Q1
$2.83M Buy
21,440
+334
+2% +$44.1K 2.21% 6
2023
Q4
$2.3M Buy
21,106
+801
+4% +$87.3K 1.94% 6
2023
Q3
$2.09M Buy
20,305
+4
+0% +$412 1.91% 7
2023
Q2
$2.34M Sell
20,301
-12
-0.1% -$1.39K 2.06% 6
2023
Q1
$2.16M Sell
20,313
-7
-0% -$745 2.03% 7
2022
Q4
$2.25M Buy
+20,320
New +$2.25M 2.55% 5