Triad Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
3,771
-161
| -4% | -$12.7K | 0.06% | 217 |
|
|
2025
Q1 | $353K | Buy |
3,932
+116
| +3% | +$10.4K | 0.11% | 138 |
|
|
2024
Q4 | $380K | Buy |
+3,816
| New | +$380K | 0.14% | 115 |
|
|
2024
Q3 | – | Sell |
-2,593
| Closed | -$321K | – | 582 |
|
|
2024
Q2 | $321K | Buy |
2,593
+548
| +27% | +$67.8K | 0.17% | 60 |
|
|
2024
Q1 | $270K | Buy |
+2,045
| New | +$270K | 0.21% | 47 |
|