Transform Wealth’s Merck MRK Stock Holding History

Transform Wealth’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$483K	Sell	5,324 -30,354	-85%	-$2.75M	0.03%	179
2024 Q4	$3.58M	Buy	35,678 +3,039	+9%	+$305K	0.2%	91
2024 Q3	$3.73M	Buy	32,639 +16,287	+100%	+$1.86M	0.25%	79
2024 Q2	$2.04M	Sell	16,352 -566	-3%	-$70.5K	0.15%	96
2024 Q1	$2.25M	Sell	16,918 -21,196	-56%	-$2.81M	0.21%	94
2023 Q4	$4.18M	Sell	38,114 -1,327	-3%	-$146K	0.41%	79
2023 Q3	$4.09M	Sell	39,441 -28,565	-42%	-$2.96M	0.43%	72
2023 Q2	$7.9M	Buy	68,006 +474	+0.7%	+$55K	0.71%	45
2023 Q1	$7.23M	Buy	67,532 +32,543	+93%	+$3.49M	0.68%	51
2022 Q4	$3.88M	Buy	34,989 +32,260	+1,182%	+$3.58M	0.44%	71
2022 Q3	$236K	Sell	2,729 -1,520	-36%	-$131K	0.03%	167
2022 Q2	$389K	Sell	4,249 -231	-5%	-$21.1K	0.06%	146
2022 Q1	$368K	Sell	4,480 -1,131	-20%	-$92.9K	0.04%	182
2021 Q4	$430K	Sell	5,611 -837	-13%	-$64.1K	0.04%	165
2021 Q3	$484K	Sell	6,448 -745	-10%	-$55.9K	0.06%	161
2021 Q2	$559K	Sell	7,193 -7	-0.1%	-$544	0.07%	161
2021 Q1	$530K	Buy	7,200 +657	+10%	+$48.4K	0.11%	151
2020 Q4	$511K	Buy	6,543 +83	+1%	+$6.48K	0.11%	147
2020 Q3	$511K	Sell	6,460 -420	-6%	-$33.2K	0.08%	145
2020 Q2	$508K	Buy	6,880 +77	+1%	+$5.69K	0.09%	149
2020 Q1	$499K	Buy	6,803 +73	+1%	+$5.36K	0.11%	143
2019 Q4	$584K	Buy	6,730 +164	+2%	+$14.2K	0.09%	152
2019 Q3	$527K	Sell	6,566 -5,700	-46%	-$457K	0.09%	144
2019 Q2	$982K	Buy	+12,266	New	+$982K	0.14%	135
2018 Q1	–	Sell	-23,227	Closed	-$1.25M	–	250
2017 Q4	$1.25M	Buy	23,227 +653	+3%	+$35.1K	0.23%	137
2017 Q3	$1.38M	Buy	+22,574	New	+$1.38M	0.48%	72
2017 Q2	–	Sell	-20,601	Closed	-$1.25M	–	115
2017 Q1	$1.25M	Buy	20,601 +225	+1%	+$13.6K	0.47%	65
2016 Q4	$1.15M	Buy	20,376 +2,005	+11%	+$113K	0.45%	70
2016 Q3	$1.09M	Sell	18,371 -807	-4%	-$48.1K	0.47%	72
2016 Q2	$1.05M	Buy	+19,178	New	+$1.05M	0.44%	76