Phillips Wealth Planners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
2,894
-216
| -7% | -$17.6K | 0.21% | 161 |
|
|
2025
Q1 | $246K | Sell |
3,110
-4,882
| -61% | -$387K | 0.26% | 139 |
|
|
2024
Q4 | $793K | Sell |
7,992
-1,094
| -12% | -$109K | 0.79% | 31 |
|
|
2024
Q3 | $1M | Buy |
9,086
+277
| +3% | +$30.6K | 0.96% | 24 |
|
|
2024
Q2 | $1.12M | Buy |
8,809
+559
| +7% | +$71.2K | 1.18% | 18 |
|
|
2024
Q1 | $1.03M | Sell |
8,250
-753
| -8% | -$94.2K | 1.19% | 17 |
|
|
2023
Q4 | $1.07M | Sell |
9,003
-1,810
| -17% | -$215K | 1.29% | 17 |
|
|
2023
Q3 | $1.09M | Sell |
10,813
-236
| -2% | -$23.7K | 1.47% | 12 |
|
|
2023
Q2 | $1.27M | Buy |
11,049
+53
| +0.5% | +$6.12K | 1.67% | 7 |
|
|
2023
Q1 | $1.28M | Buy |
10,996
+742
| +7% | +$86.3K | 1.69% | 9 |
|
|
2022
Q4 | $1.12M | Buy |
+10,254
| New | +$1.12M | 1.96% | 9 |
|