Peak Financial Management’s Merck MRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,203	Closed	-$250K	–	102
2024 Q3	$250K	Buy	2,203 +396	+22%	+$45K	0.07%	83
2024 Q2	$224K	Sell	1,807 -714	-28%	-$88.4K	0.07%	85
2024 Q1	$333K	Buy	+2,521	New	+$333K	0.11%	69