APP
Avantax Planning Partners’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.03M | Buy |
101,408
+8,610
| +9% | +$682K | 0.25% | 69 |
|
|
2025
Q1 | $8.33M | Buy |
92,798
+11,394
| +14% | +$1.02M | 0.29% | 61 |
|
|
2024
Q4 | $8.1M | Buy |
81,404
+3,413
| +4% | +$340K | 0.29% | 59 |
|
|
2024
Q3 | $8.86M | Sell |
77,991
-19,675
| -20% | -$2.23M | 0.32% | 52 |
|
|
2024
Q2 | $12.1M | Sell |
97,666
-684
| -0.7% | -$84.7K | 0.39% | 41 |
|
|
2024
Q1 | $13M | Buy |
98,350
+40,223
| +69% | +$5.31M | 0.42% | 39 |
|
|
2023
Q4 | $6.34M | Sell |
58,127
-1,598
| -3% | -$174K | 0.24% | 50 |
|
|
2023
Q3 | $6.15M | Sell |
59,725
-1,588
| -3% | -$163K | 0.26% | 47 |
|
|
2023
Q2 | $7.07M | Sell |
61,313
-323
| -0.5% | -$37.3K | 0.28% | 44 |
|
|
2023
Q1 | $6.56M | Sell |
61,636
-9,547
| -13% | -$1.02M | 0.27% | 47 |
|
|
2022
Q4 | $7.9M | Sell |
71,183
-1,517
| -2% | -$168K | 0.31% | 39 |
|
|
2022
Q3 | $6.26M | Buy |
72,700
+726
| +1% | +$62.5K | 0.28% | 41 |
|
|
2022
Q2 | $6.56M | Buy |
71,974
+6,318
| +10% | +$576K | 0.28% | 44 |
|
|
2022
Q1 | $5.39M | Buy |
65,656
+6,459
| +11% | +$530K | 0.21% | 49 |
|
|
2021
Q4 | $4.54M | Buy |
59,197
+1,123
| +2% | +$86.1K | 0.19% | 50 |
|
|
2021
Q3 | $4.36M | Sell |
58,074
-12,273
| -17% | -$922K | 0.2% | 41 |
|
|
2021
Q2 | $5.47M | Buy |
70,347
+24,339
| +53% | +$1.89M | 0.26% | 31 |
|
|
2021
Q1 | $3.55M | Sell |
46,008
-13,993
| -23% | -$1.08M | 0.18% | 48 |
|
|
2020
Q4 | $4.91M | Sell |
60,001
-10,772
| -15% | -$881K | 0.25% | 30 |
|
|
2020
Q3 | $5.87M | Buy |
70,773
+1,538
| +2% | +$128K | 0.31% | 28 |
|
|
2020
Q2 | $5.35M | Buy |
69,235
+8,667
| +14% | +$670K | 0.3% | 28 |
|
|
2020
Q1 | $4.66M | Buy |
60,568
+12,530
| +26% | +$964K | 0.32% | 24 |
|
|
2019
Q4 | $4.37M | Buy |
48,038
+458
| +1% | +$41.7K | 0.26% | 32 |
|
|
2019
Q3 | $4.01M | Buy |
47,580
+2,017
| +4% | +$170K | 0.25% | 32 |
|
|
2019
Q2 | $3.83M | Buy |
45,563
+3,209
| +8% | +$270K | 0.25% | 34 |
|
|
2019
Q1 | $3.52M | Buy |
42,354
+15,907
| +60% | +$1.32M | 0.24% | 37 |
|
|
2018
Q4 | $2.02M | Buy |
26,447
+1,977
| +8% | +$151K | 0.15% | 63 |
|
|
2018
Q3 | $1.74M | Buy |
24,470
+485
| +2% | +$34.4K | 0.14% | 56 |
|
|
2018
Q2 | $1.46M | Sell |
23,985
-2,951
| -11% | -$179K | 0.13% | 61 |
|
|
2018
Q1 | $1.47M | Buy |
26,936
+183
| +0.7% | +$10K | 0.13% | 68 |
|
|
2017
Q4 | $1.51M | Sell |
26,753
-7,506
| -22% | -$422K | 0.14% | 62 |
|
|
2017
Q3 | $2.19M | Buy |
34,259
+658
| +2% | +$42.1K | 0.17% | 59 |
|
|
2017
Q2 | $2.15M | Buy |
33,601
+2,875
| +9% | +$184K | 0.18% | 56 |
|
|
2017
Q1 | $1.95M | Sell |
30,726
-4,757
| -13% | -$302K | 0.17% | 53 |
|
|
2016
Q4 | $2.09M | Buy |
+35,483
| New | +$2.09M | 0.22% | 41 |
|