Omnia Family Wealth’s Merck MRK Stock Holding History

Omnia Family Wealth’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$336K	Buy	4,206 +228	+6%	+$18.2K	0.12%	62
2025 Q1	$360K	Sell	3,978 -169	-4%	-$15.3K	0.15%	54
2024 Q4	$416K	Buy	4,147 +575	+16%	+$57.7K	0.17%	46
2024 Q3	$408K	Sell	3,572 -182	-5%	-$20.8K	0.18%	48
2024 Q2	$468K	Buy	3,754 +256	+7%	+$31.9K	0.2%	41
2024 Q1	$464K	Buy	3,498 +45	+1%	+$5.97K	0.22%	43
2023 Q4	$379K	Hold	3,453	–	–	0.19%	46
2023 Q3	$358K	Hold	3,453	–	–	0.22%	44
2023 Q2	$401K	Hold	3,453	–	–	0.27%	43
2023 Q1	$370K	Sell	3,453 -350	-9%	-$37.5K	0.28%	41
2022 Q4	$425K	Hold	3,803	–	–	0.34%	40
2022 Q3	$330K	Hold	3,803	–	–	0.27%	44
2022 Q2	$349K	Hold	3,803	–	–	0.26%	47
2022 Q1	$315K	Hold	3,803	–	–	0.21%	53
2021 Q4	$294K	Hold	3,803	–	–	0.18%	59
2021 Q3	$288K	Sell	3,803 -62	-2%	-$4.7K	0.2%	57
2021 Q2	$304K	Sell	3,865 -2,284	-37%	-$180K	0.19%	53
2021 Q1	$456K	Sell	6,149 -3,810	-38%	-$283K	0.34%	37
2020 Q4	$784K	Sell	9,959 -157	-2%	-$12.4K	0.72%	24
2020 Q3	$807K	Sell	10,116 -170	-2%	-$13.6K	0.77%	23
2020 Q2	$765K	Hold	10,286	–	–	0.75%	22
2020 Q1	$761K	Sell	10,286 -514	-5%	-$38K	0.79%	24
2019 Q4	$944K	Buy	10,800 +2,132	+25%	+$186K	0.43%	30
2019 Q3	$701K	Buy	8,668 +31	+0.4%	+$2.51K	0.51%	33
2019 Q2	$696K	Hold	8,637	–	–	0.35%	36
2019 Q1	$690K	Hold	8,637	–	–	0.34%	35
2018 Q4	$634K	Buy	8,637 +70	+0.8%	+$5.14K	0.34%	37
2018 Q3	$584K	Hold	8,567	–	–	0.27%	40
2018 Q2	$500K	Sell	8,567 -58	-0.7%	-$3.39K	0.23%	45
2018 Q1	$452K	Sell	8,625 -161	-2%	-$8.44K	0.21%	45
2017 Q4	$476K	Buy	8,786 +87	+1%	+$4.71K	0.22%	45
2017 Q3	$535K	Sell	8,699 -302	-3%	-$18.6K	0.26%	37
2017 Q2	$554K	Sell	9,001 -2,072	-19%	-$128K	0.27%	37
2017 Q1	$676K	Buy	11,073 +17	+0.2%	+$1.04K	0.33%	31
2016 Q4	$626K	Buy	+11,056	New	+$626K	0.31%	33