Premier Path 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 | $725K | Sell |
9,164
-2,962
| -24% | -$234K | 0.1% | 208 |
|
2025
Q1 | $1.09M | Sell |
12,126
-598
| -5% | -$53.7K | 0.17% | 152 |
|
2024
Q4 | $1.27M | Sell |
12,724
-2,012
| -14% | -$200K | 0.19% | 121 |
|
2024
Q3 | $1.67M | Sell |
14,736
-785
| -5% | -$89.1K | 0.26% | 91 |
|
2024
Q2 | $1.92M | Buy |
15,521
+1,178
| +8% | +$146K | 0.33% | 73 |
|
2024
Q1 | $1.89M | Buy |
14,343
+8
| +0.1% | +$1.06K | 0.36% | 73 |
|
2023
Q4 | $1.56M | Buy |
+14,335
| New | +$1.56M | 0.35% | 64 |
|