Wellspring Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Sell |
15,468
-1,201
| -7% | -$12.1K | 0.02% | 170 |
|
|
2025
Q1 | $162K | Sell |
16,669
-479
| -3% | -$4.67K | 0.02% | 134 |
|
|
2024
Q4 | $184K | Sell |
17,148
-3,003
| -15% | -$32.2K | 0.02% | 136 |
|
|
2024
Q3 | $198K | Buy |
20,151
+18,456
| +1,089% | +$181K | 0.02% | 152 |
|
|
2024
Q2 | $210K | Sell |
1,695
-4
| -0.2% | -$495 | 0.03% | 137 |
|
|
2024
Q1 | $224K | Buy |
+1,699
| New | +$224K | 0.04% | 118 |
|