Trueblood Wealth 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 | $645K | Sell |
8,143
-495
| -6% | -$39.2K | 0.27% | 121 |
|
2025
Q1 | $775K | Sell |
8,638
-5
| -0.1% | -$449 | 0.36% | 97 |
|
2024
Q4 | $860K | Sell |
8,643
-4,849
| -36% | -$482K | 0.42% | 75 |
|
2024
Q3 | $1.53M | Sell |
13,492
-264
| -2% | -$30K | 0.77% | 31 |
|
2024
Q2 | $1.7M | Buy |
13,756
+396
| +3% | +$49K | 0.96% | 20 |
|
2024
Q1 | $1.76M | Buy |
13,360
+169
| +1% | +$22.3K | 1.01% | 17 |
|
2023
Q4 | $1.44M | Buy |
+13,191
| New | +$1.44M | 0.9% | 23 |
|