Northstar Advisory 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
Sell
-2,397
Closed -$215K 108
2025
Q1
$215K Sell
2,397
-196
-8% -$17.6K 0.14% 93
2024
Q4
$258K Sell
2,593
-94
-3% -$9.35K 0.13% 89
2024
Q3
$305K Sell
2,687
-25,671
-91% -$2.92M 0.16% 83
2024
Q2
$3.53M Sell
28,358
-1,234
-4% -$154K 2.03% 14
2024
Q1
$3.85M Buy
29,592
+26,953
+1,021% +$3.51M 2.33% 12
2023
Q4
$288K Buy
2,639
+3
+0.1% +$327 0.17% 73
2023
Q3
$271K Buy
2,636
+2
+0.1% +$206 0.2% 74
2023
Q2
$304K Buy
2,634
+60
+2% +$6.92K 0.2% 71
2023
Q1
$274K Sell
2,574
-47
-2% -$5K 0.2% 72
2022
Q4
$291K Buy
2,621
+4
+0.2% +$444 0.23% 75
2022
Q3
$225K Buy
+2,617
New +$225K 0.2% 76