Wallace Advisory 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
$10.4M Buy
116,013
+53
+0% +$4.76K 7.56% 1
2025
Q1
$11.5M Buy
115,960
+204
+0.2% +$20.3K 7.98% 1
2024
Q4
$13.1M Buy
115,756
+53
+0% +$6.02K 9.09% 1
2024
Q3
$14.3M Sell
115,703
-41
-0% -$5.08K 10.48% 1
2024
Q2
$14.3M Sell
115,744
-724
-0.6% -$89.6K 10.31% 1
2024
Q1
$12.7M Sell
116,468
-510
-0.4% -$55.6K 9.54% 1
2023
Q4
$12M Buy
116,978
+12
+0% +$1.24K 9.43% 1
2023
Q3
$13.5M Sell
116,966
-477
-0.4% -$55K 9.69% 1
2023
Q2
$12.5M Hold
117,443
9.51% 1
2023
Q1
$12.5M Buy
117,443
+22
+0% +$2.34K 9.5% 1
2022
Q4
$13M Buy
+117,421
New +$13M 10.28% 1