Safeguard Investment Advisory Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,302
| Closed | -$297K | – | 150 |
|
|
2025
Q1 | $297K | Buy |
+3,302
| New | +$297K | 0.08% | 100 |
|
|
2024
Q4 | – | Sell |
-1,810
| Closed | -$205K | – | 124 |
|
|
2024
Q3 | $205K | Buy |
+1,810
| New | +$205K | 0.06% | 112 |
|
|
2021
Q1 | – | Sell |
-646
| Closed | -$50K | – | 465 |
|
|
2020
Q4 | $50K | Buy |
+646
| New | +$50K | 0.04% | 199 |
|