Angeles 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
Q1 | – | Sell |
-3,395
| Closed | -$338K | – | 137 |
|
|
2024
Q4 | $338K | Sell |
3,395
-497
| -13% | -$49.4K | 0.02% | 126 |
|
|
2024
Q3 | $442K | Sell |
3,892
-206
| -5% | -$23.4K | 0.02% | 116 |
|
|
2024
Q2 | $507K | Sell |
4,098
-497
| -11% | -$61.5K | 0.03% | 101 |
|
|
2024
Q1 | $606K | Buy |
4,595
+1,058
| +30% | +$140K | 0.03% | 85 |
|
|
2023
Q4 | $386K | Sell |
3,537
-4,103
| -54% | -$447K | 0.02% | 129 |
|
|
2023
Q3 | $790K | Buy |
+7,640
| New | +$790K | 0.06% | 39 |
|
|
2023
Q1 | – | Sell |
-4,606
| Closed | -$514K | – | 162 |
|
|
2022
Q4 | $514K | Buy |
+4,606
| New | +$514K | 0.04% | 35 |
|
|
2022
Q3 | – | Sell |
-4,330
| Closed | -$398K | – | 94 |
|
|
2022
Q2 | $398K | Hold |
4,330
| – | – | 0.04% | 44 |
|
|
2022
Q1 | $358K | Sell |
4,330
-19,082
| -82% | -$1.58M | 0.02% | 70 |
|
|
2021
Q4 | $1.8M | Buy |
23,412
+2,463
| +12% | +$189K | 0.09% | 52 |
|
|
2021
Q3 | $1.58M | Buy |
20,949
+8,767
| +72% | +$660K | 0.09% | 61 |
|
|
2021
Q2 | $947K | Sell |
12,182
-585
| -5% | -$45.5K | 0.06% | 63 |
|
|
2021
Q1 | $939K | Sell |
12,767
-818
| -6% | -$60.2K | 0.07% | 47 |
|
|
2020
Q4 | $1.06M | Sell |
13,585
-74
| -0.5% | -$5.77K | 0.11% | 34 |
|
|
2020
Q3 | $1.08M | Sell |
13,659
-1,172
| -8% | -$92.8K | 0.14% | 27 |
|
|
2020
Q2 | $1.09M | Buy |
14,831
+559
| +4% | +$41.2K | 0.16% | 28 |
|
|
2020
Q1 | $1.1M | Sell |
14,272
-1,420
| -9% | -$109K | 0.3% | 25 |
|
|
2019
Q4 | $1.36M | Buy |
15,692
+1,475
| +10% | +$128K | 0.27% | 19 |
|
|
2019
Q3 | $1.14M | Buy |
14,217
+4,693
| +49% | +$377K | 0.25% | 23 |
|
|
2019
Q2 | $762K | Buy |
9,524
+3,563
| +60% | +$285K | 0.19% | 30 |
|
|
2019
Q1 | $473K | Buy |
+5,961
| New | +$473K | 0.45% | 28 |
|