Ullmann Wealth Partners Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
3,606
-95
| -3% | -$7.52K | 0.03% | 122 |
|
|
2025
Q1 | $332K | Buy |
3,701
+1,021
| +38% | +$91.7K | 0.04% | 108 |
|
|
2024
Q4 | $267K | Sell |
2,680
-360
| -12% | -$35.8K | 0.03% | 118 |
|
|
2024
Q3 | $345K | Buy |
3,040
+407
| +15% | +$46.2K | 0.04% | 107 |
|
|
2024
Q2 | $326K | Buy |
2,633
+385
| +17% | +$47.7K | 0.05% | 92 |
|
|
2024
Q1 | $297K | Buy |
2,248
+199
| +10% | +$26.3K | 0.04% | 91 |
|
|
2023
Q4 | $223K | Buy |
+2,049
| New | +$223K | 0.04% | 98 |
|
|
2017
Q3 | – | Sell |
-260
| Closed | -$15K | – | 103 |
|
|
2017
Q2 | $15K | Hold |
260
| – | – | 0.01% | 130 |
|
|
2017
Q1 | $15K | Buy |
+260
| New | +$15K | 0.01% | 122 |
|