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Whipplewood Advisors’s Merck MRK Stock Holding History

Whipplewood Advisors’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$81.7K Sell
1,032
-347
-25% -$27.5K 0.04% 259
2025
Q1 		$130K Sell
1,379
-201
-13% -$18.9K 0.08% 196
2024
Q4 		$157K Buy
+1,580
New +$157K 0.09% 187