Athena Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Hold |
8,407
| – | – | 0.37% | 70 |
|
|
2025
Q1 | $755K | Sell |
8,407
-13
| -0.2% | -$1.17K | 0.46% | 52 |
|
|
2024
Q4 | $838K | Hold |
8,420
| – | – | 0.49% | 53 |
|
|
2024
Q3 | $956K | Hold |
8,420
| – | – | 0.55% | 44 |
|
|
2024
Q2 | $1.04M | Sell |
8,420
-147
| -2% | -$18.2K | 0.63% | 39 |
|
|
2024
Q1 | $1.13M | Buy |
8,567
+1
| +0% | +$132 | 0.68% | 35 |
|
|
2023
Q4 | $934K | Buy |
8,566
+1
| +0% | +$109 | 0.61% | 41 |
|
|
2023
Q3 | $882K | Buy |
8,565
+1
| +0% | +$103 | 0.63% | 35 |
|
|
2023
Q2 | $988K | Sell |
8,564
-143
| -2% | -$16.5K | 0.68% | 34 |
|
|
2023
Q1 | $926K | Sell |
8,707
-5
| -0.1% | -$532 | 0.67% | 35 |
|
|
2022
Q4 | $967K | Buy |
8,712
+54
| +0.6% | +$5.99K | 0.71% | 36 |
|
|
2022
Q3 | $746K | Buy |
8,658
+56
| +0.7% | +$4.83K | 0.63% | 39 |
|
|
2022
Q2 | $784K | Buy |
8,602
+1,084
| +14% | +$98.8K | 0.62% | 39 |
|
|
2022
Q1 | $620K | Buy |
+7,518
| New | +$620K | 0.48% | 52 |
|