CBIZ Investment Advisory Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.5K | Sell |
347
-30
| -8% | -$2.38K | ﹤0.01% | 212 |
|
2025
Q1 | $34K | Buy |
377
+221
| +142% | +$19.9K | ﹤0.01% | 149 |
|
2024
Q4 | $15.5K | Sell |
156
-66
| -30% | -$6.57K | ﹤0.01% | 245 |
|
2024
Q3 | $25.5K | Buy |
222
+61
| +38% | +$7K | ﹤0.01% | 156 |
|
2024
Q2 | $20K | Sell |
161
-100
| -38% | -$12.4K | ﹤0.01% | 167 |
|
2024
Q1 | $34.5K | Buy |
+261
| New | +$34.5K | ﹤0.01% | 117 |
|
2021
Q4 | – | Hold |
0
| – | -$11K | – | 69 |
|
2021
Q3 | – | Hold |
0
| – | -$12K | – | 82 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 84 |
|
2021
Q1 | – | Hold |
0
| – | -$12K | – | 105 |
|
2020
Q4 | – | Hold |
0
| – | -$13K | – | 86 |
|
2020
Q3 | – | Hold |
0
| – | -$12K | – | 83 |
|
2020
Q2 | – | Hold |
0
| – | -$32K | – | 94 |
|
2020
Q1 | – | Hold |
0
| – | -$14K | – | 81 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 117 |
|