Pacific Capital Wealth Advisors’s Merck MRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-373	Closed	-$37.1K	–	259
2024 Q4	$37.1K	Sell	373 -9	-2%	-$895	0.01%	172
2024 Q3	$43.4K	Buy	382 +9	+2%	+$1.02K	0.01%	168
2024 Q2	$46.2K	Buy	373 +358	+2,387%	+$44.3K	0.01%	156
2024 Q1	$1.98K	Buy	+15	New	+$1.98K	﹤0.01%	440