Alan B. Lancz & Associates’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
12,723
-81
-0.6% -$6.41K 1.01% 23
2025
Q1
$1.15M Sell
12,804
-500
-4% -$44.9K 1.22% 17
2024
Q4
$1.32M Sell
13,304
-530
-4% -$52.7K 1.34% 14
2024
Q3
$1.57M Buy
13,834
+100
+0.7% +$11.4K 1.44% 13
2024
Q2
$1.7M Buy
+13,734
New +$1.7M 1.68% 12
2023
Q4
$1.52M Sell
13,934
-200
-1% -$21.8K 1.6% 13
2023
Q3
$1.46M Sell
14,134
-200
-1% -$20.6K 1.65% 14
2023
Q2
$1.65M Sell
14,334
-100
-0.7% -$11.5K 1.77% 11
2023
Q1
$1.54M Buy
14,434
+131
+0.9% +$13.9K 1.59% 12
2022
Q4
$1.61M Sell
14,303
-550
-4% -$61.7K 1.62% 11
2022
Q3
$1.28M Hold
14,853
1.52% 11
2022
Q2
$1.33M Sell
14,853
-1,607
-10% -$144K 1.31% 15
2022
Q1
$1.35M Hold
16,460
1.19% 17
2021
Q4
$1.26M Buy
+16,460
New +$1.26M 1.1% 21