Adero Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $657K | Sell |
7,320
-618
| -8% | -$55.5K | 0.04% | 112 |
|
|
2024
Q4 | $790K | Buy |
7,938
+1,489
| +23% | +$148K | 0.05% | 96 |
|
|
2024
Q3 | $732K | Sell |
6,449
-204
| -3% | -$23.2K | 0.05% | 100 |
|
|
2024
Q2 | $824K | Buy |
6,653
+1,424
| +27% | +$176K | 0.06% | 90 |
|
|
2024
Q1 | $690K | Sell |
5,229
-711
| -12% | -$93.8K | 0.05% | 94 |
|
|
2023
Q4 | $648K | Buy |
5,940
+52
| +0.9% | +$5.67K | 0.06% | 95 |
|
|
2023
Q3 | $606K | Buy |
5,888
+2,639
| +81% | +$272K | 0.06% | 94 |
|
|
2023
Q2 | $375K | Sell |
3,249
-706
| -18% | -$81.5K | 0.04% | 118 |
|
|
2023
Q1 | $421K | Sell |
3,955
-241
| -6% | -$25.6K | 0.05% | 109 |
|
|
2022
Q4 | $466K | Buy |
+4,196
| New | +$466K | 0.06% | 102 |
|
|
2021
Q1 | – | Sell |
-2,601
| Closed | -$203K | – | 117 |
|
|
2020
Q4 | $203K | Buy |
2,601
+27
| +1% | +$2.11K | 0.17% | 79 |
|
|
2020
Q3 | $204K | Buy |
+2,574
| New | +$204K | 0.16% | 81 |
|