Vishria Bird 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	$456K	Hold	5,755	–	–	0.15%	59
2025 Q1	$517K	Hold	5,755	–	–	0.18%	52
2024 Q4	$573K	Sell	5,755 -17	-0.3%	-$1.69K	0.2%	51
2024 Q3	$655K	Buy	5,772 +896	+18%	+$102K	0.25%	44
2024 Q2	$604K	Buy	4,876 +17	+0.3%	+$2.11K	0.25%	39
2024 Q1	$641K	Buy	4,859 +1,413	+41%	+$186K	0.27%	38
2023 Q4	$376K	Hold	3,446	–	–	0.18%	45
2023 Q3	$355K	Hold	3,446	–	–	0.2%	43
2023 Q2	$398K	Hold	3,446	–	–	0.24%	39
2023 Q1	$367K	Hold	3,446	–	–	0.23%	40
2022 Q4	$382K	Sell	3,446 -127	-4%	-$14.1K	0.27%	38
2022 Q3	$308K	Hold	3,573	–	–	0.21%	41
2022 Q2	$326K	Hold	3,573	–	–	0.22%	41
2022 Q1	$293K	Hold	3,573	–	–	0.16%	49
2021 Q4	$274K	Hold	3,573	–	–	0.13%	58
2021 Q3	$268K	Hold	3,573	–	–	0.14%	53
2021 Q2	$278K	Sell	3,573 -172	-5%	-$13.4K	0.14%	51
2021 Q1	$275K	Sell	3,745 -83	-2%	-$6.1K	0.15%	46
2020 Q4	$299K	Hold	3,828	–	–	0.17%	40
2020 Q3	$303K	Hold	3,828	–	–	0.19%	37
2020 Q2	$282K	Hold	3,828	–	–	0.22%	31
2020 Q1	$281K	Sell	3,828 -944	-20%	-$69.3K	0.29%	32
2019 Q4	$414K	Hold	4,772	–	–	0.4%	24
2019 Q3	$383K	Buy	4,772 +320	+7%	+$25.7K	0.44%	28
2019 Q2	$356K	Buy	4,452 +84	+2%	+$6.72K	0.36%	31
2019 Q1	$347K	Hold	4,368	–	–	0.35%	33
2018 Q4	$318K	Hold	4,368	–	–	0.35%	35
2018 Q3	$296K	Hold	4,368	–	–	0.25%	36
2018 Q2	$253K	Buy	+4,368	New	+$253K	0.23%	40