Avitas Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.53M | Buy |
55,585
+7,863
| +16% | +$782K | 0.76% | 31 |
|
|
2024
Q3 | $5.42M | Buy |
47,722
+634
| +1% | +$72K | 0.76% | 32 |
|
|
2024
Q2 | $5.83M | Buy |
47,088
+140
| +0.3% | +$17.3K | 0.85% | 27 |
|
|
2024
Q1 | $6.19M | Buy |
46,948
+556
| +1% | +$73.4K | 0.94% | 26 |
|
|
2023
Q4 | $5.06M | Buy |
46,392
+1,477
| +3% | +$161K | 0.85% | 32 |
|
|
2023
Q3 | $4.62M | Sell |
44,915
-227
| -0.5% | -$23.4K | 0.88% | 29 |
|
|
2023
Q2 | $5.21M | Buy |
45,142
+271
| +0.6% | +$31.3K | 0.94% | 25 |
|
|
2023
Q1 | $4.77M | Sell |
44,871
-505
| -1% | -$53.7K | 0.93% | 27 |
|
|
2022
Q4 | $5.03M | Sell |
45,376
-724
| -2% | -$80.3K | 1.06% | 25 |
|
|
2022
Q3 | $3.97M | Buy |
46,100
+711
| +2% | +$61.2K | 0.91% | 28 |
|
|
2022
Q2 | $4.14M | Buy |
45,389
+634
| +1% | +$57.8K | 0.91% | 31 |
|
|
2022
Q1 | $3.67M | Sell |
44,755
-16,751
| -27% | -$1.37M | 0.66% | 43 |
|
|
2021
Q4 | $4.71M | Buy |
61,506
+1,115
| +2% | +$85.5K | 0.79% | 46 |
|
|
2021
Q3 | $4.54M | Buy |
60,391
+31
| +0.1% | +$2.33K | 0.83% | 45 |
|
|
2021
Q2 | $4.69M | Sell |
60,360
-1,082
| -2% | -$84.1K | 0.84% | 36 |
|
|
2021
Q1 | $4.52M | Buy |
61,442
+19,295
| +46% | +$1.42M | 0.89% | 34 |
|
|
2020
Q4 | $3.29M | Buy |
42,147
+845
| +2% | +$66K | 0.67% | 46 |
|
|
2020
Q3 | $3.27M | Buy |
41,302
+402
| +1% | +$31.8K | 0.91% | 32 |
|
|
2020
Q2 | $3.02M | Sell |
40,900
-1,492
| -4% | -$110K | 1% | 26 |
|
|
2020
Q1 | $3.11M | Sell |
42,392
-10,238
| -19% | -$752K | 1.42% | 23 |
|
|
2019
Q4 | $4.57M | Buy |
52,630
+125
| +0.2% | +$10.8K | 1.17% | 18 |
|
|
2019
Q3 | $4.22M | Buy |
52,505
+874
| +2% | +$70.2K | 1.16% | 20 |
|
|
2019
Q2 | $4.13M | Sell |
51,631
-7,610
| -13% | -$609K | 1.15% | 20 |
|
|
2019
Q1 | $4.7M | Buy |
59,241
+665
| +1% | +$52.8K | 1.37% | 16 |
|
|
2018
Q4 | $4.27M | Buy |
58,576
+1,039
| +2% | +$75.8K | 1.4% | 14 |
|
|
2018
Q3 | $3.9M | Buy |
57,537
+2,216
| +4% | +$150K | 1.11% | 25 |
|
|
2018
Q2 | $3.2M | Buy |
+55,321
| New | +$3.2M | 1% | 31 |
|