Philip James Wealth Mangement’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2M Buy
191,874
+97,798
+104% +$7.74M 1.94% 8
2025
Q1
$8.44M Buy
94,076
+48,842
+108% +$4.38M 1.03% 18
2024
Q4
$4.5M Sell
45,234
-123
-0.3% -$12.2K 0.58% 43
2024
Q3
$5.15M Buy
+45,357
New +$5.15M 0.63% 38