Tanglewood Legacy 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 | $960K | Hold |
12,123
| – | – | 0.39% | 40 |
|
|
2025
Q1 | $1.09M | Hold |
12,123
| – | – | 0.48% | 32 |
|
|
2024
Q4 | $1.21M | Hold |
12,123
| – | – | 0.52% | 34 |
|
|
2024
Q3 | $1.38M | Hold |
12,123
| – | – | 0.61% | 29 |
|
|
2024
Q2 | $1.5M | Hold |
12,123
| – | – | 0.71% | 23 |
|
|
2024
Q1 | $1.6M | Hold |
12,123
| – | – | 0.79% | 22 |
|
|
2023
Q4 | $1.32M | Hold |
12,123
| – | – | 0.72% | 22 |
|
|
2023
Q3 | $1.25M | Hold |
12,123
| – | – | 0.75% | 22 |
|
|
2023
Q2 | $1.4M | Hold |
12,123
| – | – | 0.81% | 21 |
|
|
2023
Q1 | $1.29M | Hold |
12,123
| – | – | 0.82% | 20 |
|
|
2022
Q4 | $1.35M | Buy |
+12,123
| New | +$1.35M | 0.96% | 19 |
|