AO
Advisor OS’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
35,303
+2,745
| +8% | +$217K | 0.28% | 57 |
|
|
2025
Q1 | $2.92M | Buy |
32,558
+293
| +0.9% | +$26.3K | 0.33% | 50 |
|
|
2024
Q4 | $3.21M | Buy |
32,265
+7,272
| +29% | +$723K | 0.37% | 46 |
|
|
2024
Q3 | $2.84M | Buy |
24,993
+164
| +0.7% | +$18.6K | 0.28% | 61 |
|
|
2024
Q2 | $3.07M | Buy |
24,829
+220
| +0.9% | +$27.2K | 0.34% | 53 |
|
|
2024
Q1 | $3.25M | Buy |
24,609
+1,461
| +6% | +$193K | 0.37% | 47 |
|
|
2023
Q4 | $2.52M | Buy |
23,148
+706
| +3% | +$77K | 0.33% | 47 |
|
|
2023
Q3 | $2.31M | Sell |
22,442
-5,462
| -20% | -$562K | 0.35% | 53 |
|
|
2023
Q2 | $3.22M | Buy |
27,904
+4,059
| +17% | +$468K | 0.53% | 36 |
|
|
2023
Q1 | $2.54M | Buy |
23,845
+444
| +2% | +$47.2K | 0.61% | 37 |
|
|
2022
Q4 | $2.6M | Buy |
23,401
+3,629
| +18% | +$403K | 0.69% | 33 |
|
|
2022
Q3 | $1.7M | Buy |
19,772
+1,024
| +5% | +$88.1K | 0.51% | 40 |
|
|
2022
Q2 | $1.71M | Buy |
18,748
+3,809
| +25% | +$347K | 0.5% | 43 |
|
|
2022
Q1 | $1.23M | Buy |
14,939
+1,514
| +11% | +$124K | 0.35% | 65 |
|
|
2021
Q4 | $1.03M | Buy |
13,425
+698
| +5% | +$53.6K | 0.21% | 107 |
|
|
2021
Q3 | $957K | Buy |
12,727
+634
| +5% | +$47.7K | 0.21% | 95 |
|
|
2021
Q2 | $941K | Buy |
12,093
+2,003
| +20% | +$156K | 0.2% | 92 |
|
|
2021
Q1 | $777K | Buy |
10,090
+930
| +10% | +$71.6K | 0.18% | 100 |
|
|
2020
Q4 | $750K | Buy |
9,160
+5,159
| +129% | +$422K | 0.2% | 71 |
|
|
2020
Q3 | $332K | Sell |
4,001
-2,485
| -38% | -$206K | 0.14% | 75 |
|
|
2020
Q2 | $502K | Buy |
+6,486
| New | +$502K | 0.3% | 69 |
|