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