True Wealth Design’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.9K | Buy |
883
+708
| +405% | +$56.1K | 0.02% | 156 |
|
|
2025
Q1 | $15.7K | Sell |
175
-683
| -80% | -$61.3K | 0.01% | 379 |
|
|
2024
Q4 | $85.3K | Buy |
858
+559
| +187% | +$55.6K | 0.03% | 84 |
|
|
2024
Q3 | $33.9K | Sell |
299
-1,241
| -81% | -$141K | 0.01% | 213 |
|
|
2024
Q2 | $191K | Buy |
1,540
+723
| +88% | +$89.5K | 0.05% | 119 |
|
|
2024
Q1 | $108K | Buy |
817
+16
| +2% | +$2.11K | 0.03% | 137 |
|
|
2023
Q4 | $87.3K | Buy |
801
+317
| +65% | +$34.5K | 0.02% | 137 |
|
|
2023
Q3 | $49.8K | Hold |
484
| – | – | 0.02% | 149 |
|
|
2023
Q2 | $55.8K | Sell |
484
-826
| -63% | -$95.2K | 0.02% | 150 |
|
|
2023
Q1 | $139K | Hold |
1,310
| – | – | 0.06% | 123 |
|
|
2022
Q4 | $145K | Buy |
+1,310
| New | +$145K | 0.07% | 113 |
|