ROI Financial 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 | $473K | Sell |
5,976
-4,085
| -41% | -$323K | 0.3% | 48 |
|
2025
Q1 | $903K | Sell |
10,061
-2,882
| -22% | -$259K | 0.66% | 33 |
|
2024
Q4 | $1.29M | Sell |
12,943
-1,653
| -11% | -$164K | 0.88% | 30 |
|
2024
Q3 | $1.66M | Buy |
14,596
+837
| +6% | +$95.1K | 1.14% | 25 |
|
2024
Q2 | $1.7M | Buy |
13,759
+337
| +3% | +$41.7K | 1.24% | 21 |
|
2024
Q1 | $1.77M | Sell |
13,422
-298
| -2% | -$39.3K | 1.39% | 21 |
|
2023
Q4 | $1.5M | Buy |
+13,720
| New | +$1.5M | 1.24% | 25 |
|