Total Wealth Planning & 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	$1.11M	Buy	+14,040	New	+$1.11M	0.9%	23
2025 Q1	–	Sell	-2,038	Closed	-$203K	–	190
2024 Q4	$203K	Buy	+2,038	New	+$203K	0.18%	150