United Advisor 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 | $686K | Buy |
8,662
+580
| +7% | +$45.9K | 0.12% | 177 |
|
2025
Q1 | $725K | Sell |
8,082
-2,334
| -22% | -$210K | 0.15% | 143 |
|
2024
Q4 | $1.04M | Buy |
10,416
+2,600
| +33% | +$259K | 0.2% | 119 |
|
2024
Q3 | $888K | Buy |
7,816
+4,077
| +109% | +$463K | 0.2% | 115 |
|
2024
Q2 | $463K | Buy |
3,739
+540
| +17% | +$66.9K | 0.14% | 138 |
|
2024
Q1 | $422K | Buy |
+3,199
| New | +$422K | 0.16% | 135 |
|