Shakespeare Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
2,768
-2,715
| -50% | -$215K | 0.06% | 88 |
|
|
2025
Q1 | $492K | Buy |
+5,483
| New | +$492K | 0.13% | 66 |
|
|
2024
Q3 | – | Sell |
-1,874
| Closed | -$232K | – | 94 |
|
|
2024
Q2 | $232K | Buy |
+1,874
| New | +$232K | 0.07% | 79 |
|
|
2023
Q4 | – | Sell |
-2,606
| Closed | -$268K | – | 84 |
|
|
2023
Q3 | $268K | Buy |
+2,606
| New | +$268K | 0.09% | 68 |
|