Apriem 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 | $847K | Buy |
10,704
+36
| +0.3% | +$2.85K | 0.09% | 92 |
|
|
2025
Q1 | $958K | Sell |
10,668
-570
| -5% | -$51.2K | 0.11% | 82 |
|
|
2024
Q4 | $1.12M | Buy |
11,238
+1,632
| +17% | +$162K | 0.13% | 75 |
|
|
2024
Q3 | $1.09M | Sell |
9,606
-115
| -1% | -$13.1K | 0.13% | 72 |
|
|
2024
Q2 | $1.2M | Sell |
9,721
-19
| -0.2% | -$2.35K | 0.15% | 71 |
|
|
2024
Q1 | $1.29M | Sell |
9,740
-78
| -0.8% | -$10.3K | 0.16% | 67 |
|
|
2023
Q4 | $1.07M | Buy |
9,818
+41
| +0.4% | +$4.47K | 0.14% | 70 |
|
|
2023
Q3 | $1.01M | Sell |
9,777
-45
| -0.5% | -$4.63K | 0.15% | 71 |
|
|
2023
Q2 | $1.13M | Sell |
9,822
-134
| -1% | -$15.5K | 0.17% | 67 |
|
|
2023
Q1 | $1.06M | Sell |
9,956
-142
| -1% | -$15.1K | 0.17% | 67 |
|
|
2022
Q4 | $1.12M | Sell |
10,098
-560
| -5% | -$62.1K | 0.19% | 59 |
|
|
2022
Q3 | $918K | Sell |
10,658
-297
| -3% | -$25.6K | 0.17% | 64 |
|
|
2022
Q2 | $999K | Sell |
10,955
-498
| -4% | -$45.4K | 0.17% | 60 |
|
|
2022
Q1 | $940K | Sell |
11,453
-127
| -1% | -$10.4K | 0.14% | 68 |
|
|
2021
Q4 | $887K | Buy |
11,580
+53
| +0.5% | +$4.06K | 0.13% | 69 |
|
|
2021
Q3 | $866K | Sell |
11,527
-208
| -2% | -$15.6K | 0.12% | 69 |
|
|
2021
Q2 | $913K | Sell |
11,735
-118
| -1% | -$9.18K | 0.14% | 69 |
|
|
2021
Q1 | $872K | Sell |
11,853
-1,405
| -11% | -$103K | 0.14% | 69 |
|
|
2020
Q4 | $1.04M | Buy |
13,258
+714
| +6% | +$55.7K | 0.18% | 49 |
|
|
2020
Q3 | $993K | Buy |
12,544
+748
| +6% | +$59.2K | 0.18% | 53 |
|
|
2020
Q2 | $870K | Buy |
11,796
+215
| +2% | +$15.9K | 0.18% | 61 |
|
|
2020
Q1 | $850K | Buy |
11,581
+352
| +3% | +$25.8K | 0.21% | 55 |
|
|
2019
Q4 | $975K | Sell |
11,229
-147
| -1% | -$12.8K | 0.19% | 52 |
|
|
2019
Q3 | $914K | Sell |
11,376
-576
| -5% | -$46.3K | 0.2% | 55 |
|
|
2019
Q2 | $956K | Sell |
11,952
-315
| -3% | -$25.2K | 0.3% | 55 |
|
|
2019
Q1 | $974K | Buy |
12,267
+403
| +3% | +$32K | 0.26% | 51 |
|
|
2018
Q4 | $865K | Buy |
11,864
+256
| +2% | +$18.7K | 0.3% | 54 |
|
|
2018
Q3 | $786K | Buy |
11,608
+325
| +3% | +$22K | 0.17% | 64 |
|
|
2018
Q2 | $653K | Buy |
11,283
+1,494
| +15% | +$86.5K | 0.15% | 67 |
|
|
2018
Q1 | $509K | Buy |
9,789
+1,280
| +15% | +$66.6K | 0.12% | 68 |
|
|
2017
Q4 | $457K | Sell |
8,509
-135
| -2% | -$7.25K | 0.11% | 72 |
|
|
2017
Q3 | $528K | Buy |
8,644
+107
| +1% | +$6.54K | 0.13% | 69 |
|
|
2017
Q2 | $522K | Buy |
8,537
+63
| +0.7% | +$3.85K | 0.14% | 74 |
|
|
2017
Q1 | $514K | Buy |
8,474
+674
| +9% | +$40.9K | 0.14% | 69 |
|
|
2016
Q4 | $438K | Buy |
7,800
+721
| +10% | +$40.5K | 0.13% | 76 |
|
|
2016
Q3 | $422K | Sell |
7,079
-537
| -7% | -$32K | 0.13% | 75 |
|
|
2016
Q2 | $419K | Buy |
7,616
+975
| +15% | +$53.6K | 0.14% | 67 |
|
|
2016
Q1 | $335K | Buy |
6,641
+629
| +10% | +$31.7K | 0.13% | 68 |
|
|
2015
Q4 | $303K | Buy |
6,012
+594
| +11% | +$29.9K | 0.11% | 74 |
|
|
2015
Q3 | $255K | Sell |
5,418
-278
| -5% | -$13.1K | 0.09% | 82 |
|
|
2015
Q2 | $309K | Buy |
5,696
+3,841
| +207% | +$208K | 0.11% | 80 |
|
|
2015
Q1 | $102K | Buy |
1,855
+1,698
| +1,082% | +$93.4K | 0.04% | 146 |
|
|
2014
Q4 | $9K | Sell |
157
-166
| -51% | -$9.52K | ﹤0.01% | 383 |
|
|
2014
Q3 | $18K | Sell |
323
-26,644
| -99% | -$1.48M | 0.01% | 310 |
|
|
2014
Q2 | $1.49M | Buy |
26,967
+63
| +0.2% | +$3.48K | 0.57% | 52 |
|
|
2014
Q1 | $1.46M | Sell |
26,904
-489
| -2% | -$26.5K | 0.55% | 54 |
|
|
2013
Q4 | $1.31M | Hold |
27,393
| – | – | 0.51% | 52 |
|
|
2013
Q3 | $1.24M | Hold |
27,393
| – | – | 0.54% | 50 |
|
|
2013
Q2 | $1.21M | Buy |
+27,393
| New | +$1.21M | 0.59% | 46 |
|