Precedent Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
18,139
+3,259
| +22% | +$258K | 0.35% | 81 |
|
|
2025
Q1 | $1.34M | Buy |
14,880
+3,221
| +28% | +$289K | 0.37% | 80 |
|
|
2024
Q4 | $1.16M | Buy |
11,659
+399
| +4% | +$39.7K | 0.38% | 78 |
|
|
2024
Q3 | $1.28M | Buy |
11,260
+2,234
| +25% | +$254K | 0.42% | 65 |
|
|
2024
Q2 | $1.12M | Buy |
9,026
+693
| +8% | +$85.8K | 0.45% | 61 |
|
|
2024
Q1 | $1.1M | Buy |
8,333
+682
| +9% | +$90K | 0.47% | 51 |
|
|
2023
Q4 | $834K | Buy |
+7,651
| New | +$834K | 0.42% | 62 |
|