WMG 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 | $298K | Buy |
3,765
+66
| +2% | +$5.23K | 0.11% | 132 |
|
|
2025
Q1 | $332K | Sell |
3,699
-33
| -0.9% | -$2.96K | 0.14% | 102 |
|
|
2024
Q4 | $371K | Sell |
3,732
-130
| -3% | -$12.9K | 0.16% | 93 |
|
|
2024
Q3 | $439K | Buy |
3,862
+94
| +2% | +$10.7K | 0.2% | 75 |
|
|
2024
Q2 | $467K | Buy |
3,768
+395
| +12% | +$48.9K | 0.25% | 64 |
|
|
2024
Q1 | $445K | Buy |
+3,373
| New | +$445K | 0.25% | 68 |
|