Retirement Planning Company of New England’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$787K Buy
9,938
+233
+2% +$18.4K 0.35% 85
2025
Q1
$871K Buy
9,705
+427
+5% +$38.3K 0.43% 64
2024
Q4
$923K Buy
9,278
+374
+4% +$37.2K 0.45% 59
2024
Q3
$1.01M Buy
8,904
+57
+0.6% +$6.47K 0.5% 53
2024
Q2
$1.1M Sell
8,847
-3
-0% -$371 0.6% 46
2024
Q1
$1.17M Sell
8,850
-3,347
-27% -$442K 0.64% 42
2023
Q4
$1.33M Buy
12,197
+148
+1% +$16.1K 0.6% 46
2023
Q3
$1.24M Buy
12,049
+2,837
+31% +$292K 0.69% 40
2023
Q2
$1.06M Sell
9,212
-41
-0.4% -$4.73K 0.61% 49
2023
Q1
$984K Sell
9,253
-87
-0.9% -$9.26K 0.6% 50
2022
Q4
$1.04M Buy
9,340
+19
+0.2% +$2.11K 0.68% 46
2022
Q3
$802K Buy
9,321
+41
+0.4% +$3.53K 0.58% 55
2022
Q2
$846K Sell
9,280
-1,066
-10% -$97.2K 0.58% 55
2022
Q1
$848K Buy
10,346
+217
+2% +$17.8K 0.48% 63
2021
Q4
$776K Buy
+10,129
New +$776K 0.38% 70