Bell Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
2,962
+255
| +9% | +$20.2K | 0.04% | 108 |
|
|
2025
Q1 | $243K | Buy |
2,707
+84
| +3% | +$7.54K | 0.04% | 100 |
|
|
2024
Q4 | $261K | Sell |
2,623
-146
| -5% | -$14.5K | 0.05% | 95 |
|
|
2024
Q3 | $314K | Sell |
2,769
-45
| -2% | -$5.11K | 0.06% | 84 |
|
|
2024
Q2 | $348K | Buy |
2,814
+147
| +6% | +$18.2K | 0.07% | 79 |
|
|
2024
Q1 | $352K | Sell |
2,667
-9
| -0.3% | -$1.19K | 0.07% | 78 |
|
|
2023
Q4 | $292K | Sell |
2,676
-5
| -0.2% | -$545 | 0.06% | 83 |
|
|
2023
Q3 | $276K | Buy |
2,681
+516
| +24% | +$53.1K | 0.06% | 79 |
|
|
2023
Q2 | $250K | Buy |
2,165
+125
| +6% | +$14.4K | 0.06% | 76 |
|
|
2023
Q1 | $217K | Buy |
2,040
+42
| +2% | +$4.47K | 0.05% | 80 |
|
|
2022
Q4 | $222K | Buy |
1,998
+305
| +18% | +$33.8K | 0.06% | 77 |
|
|
2022
Q3 | $146K | Buy |
1,693
+42
| +3% | +$3.62K | 0.05% | 71 |
|
|
2022
Q2 | $151K | Buy |
+1,651
| New | +$151K | 0.05% | 74 |
|
|
2021
Q4 | $115K | Sell |
1,500
-19
| -1% | -$1.46K | 0.03% | 96 |
|
|
2021
Q3 | $114K | Buy |
+1,519
| New | +$114K | 0.03% | 92 |
|