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