Weinberger Asset Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Sell
8,549
-92
-1% -$7.28K 0.26% 51
2025
Q1
$776K Sell
8,641
-203
-2% -$18.2K 0.33% 46
2024
Q4
$880K Buy
8,844
+129
+1% +$12.8K 0.37% 43
2024
Q3
$990K Buy
8,715
+484
+6% +$55K 0.42% 43
2024
Q2
$1.02M Buy
8,231
+39
+0.5% +$4.83K 0.48% 38
2024
Q1
$1.08M Sell
8,192
-106
-1% -$14K 0.52% 39
2023
Q4
$905K Sell
8,298
-65
-0.8% -$7.09K 0.47% 40
2023
Q3
$861K Buy
8,363
+142
+2% +$14.6K 0.49% 40
2023
Q2
$949K Buy
8,221
+29
+0.4% +$3.35K 0.52% 38
2023
Q1
$872K Hold
8,192
0.51% 39
2022
Q4
$909K Sell
8,192
-300
-4% -$33.3K 0.56% 36
2022
Q3
$731K Buy
8,492
+300
+4% +$25.8K 0.51% 36
2022
Q2
$747K Buy
+8,192
New +$747K 0.49% 39