Sovereign Financial 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
$367K Sell
4,639
-50
-1% -$3.96K 0.08% 222
2025
Q1
$421K Buy
4,689
+176
+4% +$15.8K 0.1% 183
2024
Q4
$449K Sell
4,513
-312
-6% -$31K 0.1% 181
2024
Q3
$548K Sell
4,825
-73
-1% -$8.29K 0.13% 149
2024
Q2
$606K Sell
4,898
-7
-0.1% -$867 0.15% 127
2024
Q1
$647K Buy
4,905
+539
+12% +$71.1K 0.17% 119
2023
Q4
$476K Sell
4,366
-814
-16% -$88.7K 0.15% 143
2023
Q3
$533K Sell
5,180
-890
-15% -$91.6K 0.19% 114
2023
Q2
$700K Buy
6,070
+179
+3% +$20.7K 0.23% 105
2023
Q1
$627K Buy
5,891
+6
+0.1% +$638 0.23% 107
2022
Q4
$653K Buy
5,885
+2,144
+57% +$238K 0.26% 99
2022
Q3
$322K Sell
3,741
-199
-5% -$17.1K 0.13% 146
2022
Q2
$359K Sell
3,940
-88
-2% -$8.02K 0.14% 137
2022
Q1
$330K Buy
4,028
+947
+31% +$77.6K 0.12% 160
2021
Q4
$236K Buy
+3,081
New +$236K 0.09% 177
2021
Q3
Sell
-3,210
Closed -$247K 184
2021
Q2
$247K Sell
3,210
-154
-5% -$11.9K 0.15% 131
2021
Q1
$247K Buy
3,364
+774
+30% +$56.8K 0.15% 131
2020
Q4
$202K Buy
+2,590
New +$202K 0.15% 129