AIMZ Investment 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 | $2.08M | Sell |
26,333
-565
| -2% | -$44.7K | 0.7% | 48 |
|
2025
Q1 | $2.41M | Buy |
26,898
+298
| +1% | +$26.7K | 0.84% | 40 |
|
2024
Q4 | $2.65M | Sell |
26,600
-199
| -0.7% | -$19.8K | 0.92% | 34 |
|
2024
Q3 | $3.04M | Buy |
26,799
+76
| +0.3% | +$8.63K | 1.04% | 33 |
|
2024
Q2 | $3.31M | Sell |
26,723
-720
| -3% | -$89.1K | 1.19% | 26 |
|
2024
Q1 | $3.62M | Sell |
27,443
-849
| -3% | -$112K | 1.35% | 22 |
|
2023
Q4 | $3.08M | Sell |
28,292
-168
| -0.6% | -$18.3K | 1.25% | 25 |
|
2023
Q3 | $2.93M | Sell |
28,460
-99
| -0.3% | -$10.2K | 1.3% | 26 |
|
2023
Q2 | $3.3M | Sell |
28,559
-164
| -0.6% | -$18.9K | 1.42% | 20 |
|
2023
Q1 | $3.06M | Sell |
28,723
-649
| -2% | -$69K | 1.37% | 23 |
|
2022
Q4 | $3.26M | Sell |
29,372
-228
| -0.8% | -$25.3K | 1.54% | 22 |
|
2022
Q3 | $2.55M | Sell |
29,600
-99
| -0.3% | -$8.53K | 1.29% | 25 |
|
2022
Q2 | $2.71M | Sell |
29,699
-249
| -0.8% | -$22.7K | 1.3% | 29 |
|
2022
Q1 | $2.46M | Sell |
29,948
-771
| -3% | -$63.3K | 1.01% | 37 |
|
2021
Q4 | $2.35M | Sell |
30,719
-16
| -0.1% | -$1.23K | 0.92% | 41 |
|
2021
Q3 | $2.31M | Sell |
30,735
-473
| -2% | -$35.5K | 1.04% | 35 |
|
2021
Q2 | $2.43M | Sell |
31,208
-1,130
| -3% | -$87.9K | 1.09% | 34 |
|
2021
Q1 | $2.38M | Buy |
32,338
+21,928
| +211% | +$1.61M | 1.16% | 33 |
|
2020
Q4 | $812K | Buy |
10,410
+2
| +0% | +$156 | 0.43% | 61 |
|
2020
Q3 | $824K | Buy |
10,408
+1
| +0% | +$79 | 0.49% | 53 |
|
2020
Q2 | $768K | Buy |
10,407
+1
| +0% | +$74 | 0.5% | 54 |
|
2020
Q1 | $764K | Sell |
10,406
-77
| -0.7% | -$5.65K | 0.59% | 52 |
|
2019
Q4 | $910K | Sell |
10,483
-390
| -4% | -$33.9K | 0.59% | 55 |
|
2019
Q3 | $873K | Sell |
10,873
-25
| -0.2% | -$2.01K | 0.6% | 56 |
|
2019
Q2 | $872K | Buy |
10,898
+1
| +0% | +$80 | 0.6% | 56 |
|
2019
Q1 | $865K | Sell |
10,897
-418
| -4% | -$33.2K | 0.59% | 56 |
|
2018
Q4 | $825K | Buy |
11,315
+2
| +0% | +$146 | 0.64% | 55 |
|
2018
Q3 | $766K | Buy |
11,313
+1
| +0% | +$68 | 0.49% | 60 |
|
2018
Q2 | $655K | Buy |
11,312
+1
| +0% | +$58 | 0.46% | 65 |
|
2018
Q1 | $588K | Sell |
11,311
-104
| -0.9% | -$5.41K | 0.43% | 65 |
|
2017
Q4 | $613K | Sell |
11,415
-104
| -0.9% | -$5.59K | 0.46% | 65 |
|
2017
Q3 | $704K | Buy |
11,519
+3
| +0% | +$183 | 0.58% | 57 |
|
2017
Q2 | $704K | Sell |
11,516
-52
| -0.4% | -$3.18K | 0.59% | 59 |
|
2017
Q1 | $701K | Buy |
11,568
+1
| +0% | +$61 | 0.59% | 60 |
|
2016
Q4 | $650K | Sell |
11,567
-104
| -0.9% | -$5.84K | 0.58% | 58 |
|
2016
Q3 | $695K | Buy |
11,671
+47
| +0.4% | +$2.8K | 0.62% | 56 |
|
2016
Q2 | $639K | Sell |
11,624
-11,158
| -49% | -$613K | 0.59% | 59 |
|
2016
Q1 | $1.2M | Buy |
22,782
+11,209
| +97% | +$590K | 0.53% | 60 |
|
2015
Q4 | $583K | Buy |
11,573
+1
| +0% | +$50 | 0.53% | 60 |
|
2015
Q3 | $545K | Buy |
11,572
+315
| +3% | +$14.8K | 0.5% | 63 |
|
2015
Q2 | $611K | Buy |
11,257
+50
| +0.4% | +$2.71K | 0.53% | 61 |
|
2015
Q1 | $615K | Buy |
11,207
+734
| +7% | +$40.3K | 0.53% | 58 |
|
2014
Q4 | $567K | Buy |
+10,473
| New | +$567K | 0.51% | 60 |
|