Valley Financial 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
Sell
-2,369
Closed -$213K 63
2025
Q1
$213K Sell
2,369
-20
-0.8% -$1.8K 0.14% 56
2024
Q4
$238K Sell
2,389
-1,056
-31% -$105K 0.17% 53
2024
Q3
$391K Sell
3,445
-15
-0.4% -$1.7K 0.27% 39
2024
Q2
$428K Buy
3,460
+457
+15% +$56.6K 0.31% 34
2024
Q1
$396K Buy
3,003
+23
+0.8% +$3.04K 0.3% 34
2023
Q4
$325K Buy
+2,980
New +$325K 0.25% 42