BIA
Barry Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
18,772
+6,249
| +50% | +$500K | 0.37% | 44 |
|
|
2025
Q1 | $1.13M | Buy |
12,523
+175
| +1% | +$15.8K | 0.3% | 46 |
|
|
2024
Q4 | $1.24M | Sell |
12,348
-541
| -4% | -$54.3K | 0.4% | 40 |
|
|
2024
Q3 | $1.46M | Buy |
12,889
+227
| +2% | +$25.8K | 0.45% | 37 |
|
|
2024
Q2 | $1.58M | Sell |
12,662
-31
| -0.2% | -$3.86K | 0.53% | 34 |
|
|
2024
Q1 | $1.68M | Sell |
12,693
-218
| -2% | -$28.9K | 0.56% | 35 |
|
|
2023
Q4 | $1.42M | Buy |
12,911
+124
| +1% | +$13.6K | 0.48% | 38 |
|
|
2023
Q3 | $1.33M | Sell |
12,787
-120
| -0.9% | -$12.4K | 0.48% | 41 |
|
|
2023
Q2 | $1.5M | Sell |
12,907
-601
| -4% | -$69.8K | 0.51% | 38 |
|
|
2023
Q1 | $1.45M | Sell |
13,508
-439
| -3% | -$47K | 0.47% | 39 |
|
|
2022
Q4 | $1.55M | Sell |
13,947
-294
| -2% | -$32.6K | 0.49% | 38 |
|
|
2022
Q3 | $1.24M | Buy |
14,241
+43
| +0.3% | +$3.73K | 0.42% | 41 |
|
|
2022
Q2 | $1.3M | Sell |
14,198
-552
| -4% | -$50.7K | 0.39% | 43 |
|
|
2022
Q1 | $1.22M | Buy |
14,750
+377
| +3% | +$31.2K | 0.32% | 48 |
|
|
2021
Q4 | $1.11M | Buy |
14,373
+288
| +2% | +$22.3K | 0.29% | 50 |
|
|
2021
Q3 | $1.07M | Buy |
14,085
+541
| +4% | +$41K | 0.3% | 47 |
|
|
2021
Q2 | $1.06M | Buy |
13,544
+1,837
| +16% | +$144K | 0.28% | 47 |
|
|
2021
Q1 | $909K | Buy |
11,707
+1,424
| +14% | +$111K | 0.25% | 53 |
|
|
2020
Q4 | $847K | Buy |
10,283
+2,320
| +29% | +$191K | 0.25% | 43 |
|
|
2020
Q3 | $665K | Buy |
7,963
+1,121
| +16% | +$93.6K | 0.23% | 41 |
|
|
2020
Q2 | $531K | Buy |
+6,842
| New | +$531K | 0.19% | 46 |
|
|
2019
Q1 | – | Sell |
-101,512
| Closed | -$7.76M | – | 78 |
|
|
2018
Q4 | $7.76M | Buy |
101,512
+571
| +0.6% | +$43.6K | 2.9% | 13 |
|
|
2018
Q3 | $7.16M | Buy |
100,941
+955
| +1% | +$67.8K | 2.41% | 19 |
|
|
2018
Q2 | $6.07M | Buy |
99,986
+3,420
| +4% | +$208K | 2.33% | 19 |
|
|
2018
Q1 | $5.26M | Buy |
96,566
+249
| +0.3% | +$13.6K | 1.99% | 19 |
|
|
2017
Q4 | $5.42M | Buy |
96,317
+232
| +0.2% | +$13.1K | 2.01% | 18 |
|
|
2017
Q3 | $6.15M | Sell |
96,085
-112
| -0.1% | -$7.17K | 2.27% | 17 |
|
|
2017
Q2 | $6.17M | Buy |
96,197
+369
| +0.4% | +$23.6K | 2.33% | 17 |
|
|
2017
Q1 | $6.09M | Sell |
95,828
-607
| -0.6% | -$38.6K | 2.26% | 18 |
|
|
2016
Q4 | $5.68M | Sell |
96,435
-1,527
| -2% | -$89.9K | 1.99% | 20 |
|
|
2016
Q3 | $6.11M | Sell |
97,962
-43,602
| -31% | -$2.72M | 2.1% | 19 |
|
|
2016
Q2 | $8.16M | Sell |
141,564
-1,246
| -0.9% | -$71.8K | 3.17% | 12 |
|
|
2016
Q1 | $7.56M | Buy |
142,810
+3,675
| +3% | +$194K | 2.4% | 14 |
|
|
2015
Q4 | $7.35M | Sell |
139,135
-5,133
| -4% | -$271K | 2.39% | 15 |
|
|
2015
Q3 | $7.13M | Sell |
144,268
-1,678
| -1% | -$82.9K | 2.28% | 15 |
|
|
2015
Q2 | $8.31M | Buy |
145,946
+633
| +0.4% | +$36K | 8.36% | 6 |
|
|
2015
Q1 | $8.35M | Sell |
145,313
-7,116
| -5% | -$409K | 2.55% | 14 |
|
|
2014
Q4 | $8.66M | Buy |
+152,429
| New | +$8.66M | 2.81% | 12 |
|