Root Financial Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Buy |
10,935
+1,117
| +11% | +$88.4K | 0.08% | 84 |
|
|
2025
Q1 | $881K | Buy |
9,818
+540
| +6% | +$48.5K | 0.09% | 76 |
|
|
2024
Q4 | $923K | Buy |
9,278
+1,215
| +15% | +$121K | 0.11% | 65 |
|
|
2024
Q3 | $916K | Buy |
8,063
+733
| +10% | +$83.2K | 0.15% | 51 |
|
|
2024
Q2 | $907K | Buy |
7,330
+5,353
| +271% | +$663K | 0.21% | 40 |
|
|
2024
Q1 | $261K | Buy |
+1,977
| New | +$261K | 0.08% | 87 |
|