Private Wealth Management Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
2,538
-260
| -9% | -$20.6K | 0.07% | 81 |
|
|
2025
Q1 | $251K | Sell |
2,798
-547
| -16% | -$49.1K | 0.09% | 70 |
|
|
2024
Q4 | $333K | Buy |
3,345
+435
| +15% | +$43.3K | 0.13% | 63 |
|
|
2024
Q3 | $330K | Buy |
2,910
+9
| +0.3% | +$1.02K | 0.13% | 62 |
|
|
2024
Q2 | $359K | Hold |
2,901
| – | – | 0.16% | 55 |
|
|
2024
Q1 | $383K | Sell |
2,901
-67
| -2% | -$8.84K | 0.17% | 49 |
|
|
2023
Q4 | $324K | Buy |
+2,968
| New | +$324K | 0.16% | 54 |
|