RFG - Bristol Wealth Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Sell
7,190
-2,141
-23% -$169K 0.18% 102
2025
Q1
$838K Sell
9,331
-1,184
-11% -$106K 0.28% 73
2024
Q4
$1.05M Buy
+10,515
New +$1.05M 0.34% 66