AAS
Avantax Advisory Services’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
264,814
+34,861
| +15% | +$2.76M | 0.12% | 139 |
|
|
2025
Q1 | $20.6M | Sell |
229,953
-765
| -0.3% | -$68.7K | 0.13% | 129 |
|
|
2024
Q4 | $23M | Buy |
230,718
+4,518
| +2% | +$449K | 0.14% | 105 |
|
|
2024
Q3 | $25.7M | Sell |
226,200
-1,021
| -0.4% | -$116K | 0.17% | 92 |
|
|
2024
Q2 | $28.1M | Buy |
227,221
+88,756
| +64% | +$11M | 0.2% | 78 |
|
|
2024
Q1 | $18.3M | Buy |
138,465
+22,289
| +19% | +$2.94M | 0.16% | 102 |
|
|
2023
Q4 | $12.7M | Buy |
116,176
+4,931
| +4% | +$538K | 0.13% | 130 |
|
|
2023
Q3 | $11.5M | Sell |
111,245
-13,767
| -11% | -$1.42M | 0.13% | 127 |
|
|
2023
Q2 | $14.4M | Buy |
125,012
+4,044
| +3% | +$467K | 0.16% | 103 |
|
|
2023
Q1 | $12.9M | Buy |
120,968
+2,269
| +2% | +$241K | 0.16% | 108 |
|
|
2022
Q4 | $13.2M | Sell |
118,699
-877
| -0.7% | -$97.3K | 0.18% | 98 |
|
|
2022
Q3 | $10.3M | Buy |
119,576
+9,342
| +8% | +$805K | 0.16% | 99 |
|
|
2022
Q2 | $10.1M | Buy |
110,234
+17,117
| +18% | +$1.56M | 0.15% | 105 |
|
|
2022
Q1 | $7.63M | Sell |
93,117
-883
| -0.9% | -$72.3K | 0.1% | 139 |
|
|
2021
Q4 | $7.2M | Buy |
94,000
+7,820
| +9% | +$599K | 0.11% | 145 |
|
|
2021
Q3 | $6.5M | Buy |
86,180
+6,967
| +9% | +$525K | 0.11% | 147 |
|
|
2021
Q2 | $6.17M | Buy |
79,213
+6,306
| +9% | +$491K | 0.11% | 146 |
|
|
2021
Q1 | $5.63M | Buy |
72,907
+4,557
| +7% | +$352K | 0.12% | 137 |
|
|
2020
Q4 | $5.58M | Sell |
68,350
-60,590
| -47% | -$4.95M | 0.13% | 122 |
|
|
2020
Q3 | $10.7M | Buy |
128,940
+58,179
| +82% | +$4.82M | 0.17% | 106 |
|
|
2020
Q2 | $5.47M | Buy |
70,761
+4,899
| +7% | +$379K | 0.16% | 106 |
|
|
2020
Q1 | $5.08M | Buy |
65,862
+8,653
| +15% | +$667K | 0.15% | 99 |
|
|
2019
Q4 | $5.2M | Buy |
57,209
+15,439
| +37% | +$1.4M | 0.12% | 112 |
|
|
2019
Q3 | $3.51M | Buy |
41,770
+9,079
| +28% | +$764K | 0.14% | 80 |
|
|
2019
Q2 | $2.74M | Buy |
32,691
+5,583
| +21% | +$468K | 0.12% | 87 |
|
|
2019
Q1 | $2.26M | Buy |
27,108
+1,184
| +5% | +$98.5K | 0.12% | 92 |
|
|
2018
Q4 | $2M | Buy |
+25,924
| New | +$2M | 0.34% | 77 |
|