Atria Investments’s Merck MRK Stock Holding History

Atria Investments’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15M	Buy	189,378 +3,917	+2%	+$310K	0.18%	120
2025 Q1	$16.6M	Sell	185,461 -49,315	-21%	-$4.43M	0.21%	92
2024 Q4	$23.4M	Sell	234,776 -23,530	-9%	-$2.34M	0.29%	59
2024 Q3	$29.3M	Sell	258,306 -9,519	-4%	-$1.08M	0.36%	48
2024 Q2	$33.2M	Sell	267,825 -4,028	-1%	-$499K	0.43%	40
2024 Q1	$35.9M	Buy	271,853 +17,281	+7%	+$2.28M	0.49%	36
2023 Q4	$27.8M	Buy	254,572 +9,005	+4%	+$982K	0.43%	44
2023 Q3	$25.3M	Buy	245,567 +8,804	+4%	+$906K	0.45%	40
2023 Q2	$27.3M	Buy	236,763 +4,728	+2%	+$546K	0.49%	38
2023 Q1	$24.7M	Sell	232,035 -13,190	-5%	-$1.4M	0.47%	38
2022 Q4	$27.2M	Buy	245,225 +10,458	+4%	+$1.16M	0.56%	28
2022 Q3	$20.2M	Sell	234,767 -9,903	-4%	-$853K	0.45%	36
2022 Q2	$22.3M	Buy	244,670 +10,715	+5%	+$977K	0.47%	34
2022 Q1	$19.2M	Buy	233,955 +3,329	+1%	+$273K	0.34%	59
2021 Q4	$17.7M	Buy	230,626 +6,128	+3%	+$470K	0.32%	66
2021 Q3	$16.9M	Buy	224,498 +20,611	+10%	+$1.55M	0.3%	67
2021 Q2	$15.9M	Sell	203,887 -1,606	-0.8%	-$125K	0.31%	65
2021 Q1	$15.1M	Buy	205,493 +19,151	+10%	+$1.41M	0.33%	64
2020 Q4	$14.5M	Buy	186,342 +17,432	+10%	+$1.36M	0.35%	62
2020 Q3	$13.4M	Sell	168,910 -5,390	-3%	-$427K	0.41%	48
2020 Q2	$12.9M	Buy	174,300 +23,742	+16%	+$1.75M	0.44%	46
2020 Q1	$11.1M	Sell	150,558 -20,532	-12%	-$1.51M	0.85%	24
2019 Q4	$14.8M	Buy	171,090 +72,631	+74%	+$6.3M	0.4%	46
2019 Q3	$7.91M	Buy	98,459 +2,661	+3%	+$214K	0.28%	75
2019 Q2	$7.79M	Buy	95,798 +14,862	+18%	+$1.21M	0.29%	74
2019 Q1	$6.42M	Sell	80,936 -2,830	-3%	-$225K	0.27%	77
2018 Q4	$6.11M	Sell	83,766 -31,082	-27%	-$2.27M	0.27%	63
2018 Q3	$7.77M	Sell	114,848 -4,485	-4%	-$304K	0.31%	58
2018 Q2	$6.91M	Sell	119,333 -9,294	-7%	-$538K	0.3%	58
2018 Q1	$6.69M	Buy	128,627 +36,253	+39%	+$1.88M	0.32%	50
2017 Q4	$4.96M	Buy	92,374 +18,649	+25%	+$1M	0.25%	72
2017 Q3	$4.5M	Sell	73,725 -4,729	-6%	-$289K	0.25%	73
2017 Q2	$4.8M	Buy	78,454 +3,237	+4%	+$198K	0.29%	60
2017 Q1	$4.56M	Buy	75,217 +5,480	+8%	+$332K	0.3%	65
2016 Q4	$3.92M	Buy	69,737 +19,290	+38%	+$1.08M	0.3%	55
2016 Q3	$3M	Buy	50,447 +13,214	+35%	+$787K	0.28%	58
2016 Q2	$2.09M	Sell	37,233 -20,092	-35%	-$1.13M	0.23%	69
2016 Q1	$2.89M	Buy	57,325 +9,729	+20%	+$491K	0.33%	44
2015 Q4	$2.32M	Buy	47,596 +12,912	+37%	+$629K	0.26%	62
2015 Q3	$1.64M	Buy	34,684 +314	+0.9%	+$14.8K	0.23%	66
2015 Q2	$1.87M	Sell	34,370 -167	-0.5%	-$9.07K	0.22%	65
2015 Q1	$1.89M	Buy	34,537 +4,598	+15%	+$252K	0.21%	67
2014 Q4	$1.62M	Buy	29,939 +1,492	+5%	+$80.8K	0.17%	94
2014 Q3	$1.61M	Buy	28,447 +1,122	+4%	+$63.5K	0.16%	108
2014 Q2	$1.51M	Buy	27,325 +2,320	+9%	+$128K	0.15%	127
2014 Q1	$1.36M	Buy	25,005 +1,668	+7%	+$90.4K	0.14%	136
2013 Q4	$1.12M	Buy	23,337 +2,273	+11%	+$109K	0.11%	174
2013 Q3	$957K	Sell	21,064 -6,327	-23%	-$287K	0.1%	163
2013 Q2	$1.21M	Buy	+27,391	New	+$1.21M	0.15%	89