AIFAIM
American Institute for Advanced Investment Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
3,887
| – | – | 0.22% | 109 |
|
|
2025
Q1 | $349K | Sell |
3,887
-45
| -1% | -$4.04K | 0.27% | 94 |
|
|
2024
Q4 | $391K | Sell |
3,932
-203
| -5% | -$20.2K | 0.29% | 85 |
|
|
2024
Q3 | $470K | Hold |
4,135
| – | – | 0.34% | 78 |
|
|
2024
Q2 | $512K | Hold |
4,135
| – | – | 0.39% | 68 |
|
|
2024
Q1 | $546K | Sell |
4,135
-25
| -0.6% | -$3.3K | 0.43% | 67 |
|
|
2023
Q4 | $454K | Hold |
4,160
| – | – | 0.4% | 67 |
|
|
2023
Q3 | $428K | Buy |
4,160
+508
| +14% | +$52.3K | 0.4% | 72 |
|
|
2023
Q2 | $421K | Sell |
3,652
-29
| -0.8% | -$3.35K | 0.37% | 75 |
|
|
2023
Q1 | $392K | Buy |
3,681
+29
| +0.8% | +$3.09K | 0.42% | 64 |
|
|
2022
Q4 | $405K | Hold |
3,652
| – | – | 0.37% | 73 |
|
|
2022
Q3 | $315K | Buy |
3,652
+125
| +4% | +$10.8K | 0.29% | 77 |
|
|
2022
Q2 | $322K | Hold |
3,527
| – | – | 0.28% | 80 |
|
|
2022
Q1 | $289K | Hold |
3,527
| – | – | 0.21% | 96 |
|
|
2021
Q4 | $270K | Buy |
3,527
+36
| +1% | +$2.76K | 0.18% | 105 |
|
|
2021
Q3 | $262K | Sell |
3,491
-276
| -7% | -$20.7K | 0.19% | 106 |
|
|
2021
Q2 | $293K | Sell |
3,767
-295
| -7% | -$22.9K | 0.21% | 91 |
|
|
2021
Q1 | $313K | Sell |
4,062
-1,173
| -22% | -$90.4K | 0.24% | 85 |
|
|
2020
Q4 | $428K | Buy |
5,235
+90
| +2% | +$7.36K | 0.34% | 68 |
|
|
2020
Q3 | $427K | Sell |
5,145
-275
| -5% | -$22.8K | 0.38% | 62 |
|
|
2020
Q2 | $419K | Buy |
5,420
+1,835
| +51% | +$142K | 0.4% | 62 |
|
|
2020
Q1 | $276K | Hold |
3,585
| – | – | 0.3% | 73 |
|
|
2019
Q4 | $326K | Buy |
+3,585
| New | +$326K | 0.31% | 70 |
|