Aveo Capital Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,729
| Closed | -$371K | – | 281 |
|
|
2024
Q4 | $371K | Sell |
3,729
-500
| -12% | -$49.7K | 0.04% | 253 |
|
|
2024
Q3 | $480K | Sell |
4,229
-637
| -13% | -$72.3K | 0.05% | 204 |
|
|
2024
Q2 | $602K | Sell |
4,866
-1,843
| -27% | -$228K | 0.07% | 169 |
|
|
2024
Q1 | $855K | Buy |
6,709
+194
| +3% | +$24.7K | 0.09% | 158 |
|
|
2023
Q4 | $710K | Buy |
6,515
+274
| +4% | +$29.9K | 0.09% | 161 |
|
|
2023
Q3 | $643K | Sell |
6,241
-37
| -0.6% | -$3.81K | 0.08% | 167 |
|
|
2023
Q2 | $724K | Sell |
6,278
-7,698
| -55% | -$888K | 0.09% | 151 |
|
|
2023
Q1 | $1.49M | Sell |
13,976
-1,039
| -7% | -$111K | 0.2% | 92 |
|
|
2022
Q4 | $1.67M | Sell |
15,015
-4,274
| -22% | -$474K | 0.25% | 85 |
|
|
2022
Q3 | $1.66M | Sell |
19,289
-3,874
| -17% | -$334K | 0.29% | 75 |
|
|
2022
Q2 | $2.11M | Sell |
23,163
-4,431
| -16% | -$404K | 0.35% | 75 |
|
|
2022
Q1 | $2.26M | Sell |
27,594
-8,954
| -24% | -$735K | 0.4% | 69 |
|
|
2021
Q4 | $2.8M | Buy |
36,548
+31,849
| +678% | +$2.44M | 0.5% | 59 |
|
|
2021
Q3 | $353K | Buy |
4,699
+58
| +1% | +$4.36K | 0.07% | 192 |
|
|
2021
Q2 | $361K | Sell |
4,641
-166
| -3% | -$12.9K | 0.08% | 194 |
|
|
2021
Q1 | $354K | Buy |
+4,807
| New | +$354K | 0.09% | 172 |
|
|
2020
Q4 | – | Sell |
-3,742
| Closed | -$296K | – | 136 |
|
|
2020
Q3 | $296K | Buy |
+3,742
| New | +$296K | 0.11% | 153 |
|
|
2020
Q2 | – | Sell |
-2,862
| Closed | -$210K | – | 115 |
|
|
2020
Q1 | $210K | Buy |
2,862
+106
| +4% | +$7.78K | 0.1% | 143 |
|
|
2019
Q4 | $239K | Buy |
2,756
+120
| +5% | +$10.4K | 0.09% | 164 |
|
|
2019
Q3 | $211K | Buy |
2,636
+10
| +0.4% | +$800 | 0.09% | 170 |
|
|
2019
Q2 | $205K | Buy |
2,626
+95
| +4% | +$7.42K | 0.09% | 174 |
|
|
2019
Q1 | $201K | Buy |
+2,531
| New | +$201K | 0.09% | 161 |
|
|
2018
Q4 | – | Sell |
-3,403
| Closed | -$236K | – | 142 |
|
|
2018
Q3 | $236K | Sell |
3,403
-1,105
| -25% | -$76.6K | 0.11% | 117 |
|
|
2018
Q2 | $261K | Buy |
4,508
+86
| +2% | +$4.98K | 0.12% | 111 |
|
|
2018
Q1 | $230K | Buy |
+4,422
| New | +$230K | 0.1% | 123 |
|
|
2017
Q4 | – | Sell |
-3,293
| Closed | -$201K | – | 153 |
|
|
2017
Q3 | $201K | Buy |
3,293
+3
| +0.1% | +$183 | 0.07% | 127 |
|
|
2017
Q2 | $201K | Sell |
3,290
-30
| -0.9% | -$1.83K | 0.07% | 125 |
|
|
2017
Q1 | $201K | Sell |
3,320
-7,343
| -69% | -$445K | 0.07% | 122 |
|
|
2016
Q4 | $599K | Buy |
+10,663
| New | +$599K | 0.17% | 87 |
|