Centerpoint 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
$82K Buy
1,042
+7
+0.7% +$551 0.03% 128
2025
Q1
$93K Sell
1,035
-466
-31% -$41.9K 0.03% 124
2024
Q4
$149K Sell
1,501
-112
-7% -$11.1K 0.05% 103
2024
Q3
$183K Sell
1,613
-689
-30% -$78.2K 0.06% 90
2024
Q2
$285K Buy
2,302
+150
+7% +$18.6K 0.1% 76
2024
Q1
$284K Sell
2,152
-112
-5% -$14.8K 0.11% 74
2023
Q4
$247K Sell
2,264
-544
-19% -$59.4K 0.1% 75
2023
Q3
$289K Buy
2,808
+100
+4% +$10.3K 0.12% 72
2023
Q2
$312K Buy
2,708
+713
+36% +$82.1K 0.13% 69
2023
Q1
$212K Buy
1,995
+448
+29% +$47.6K 0.09% 89
2022
Q4
$172K Buy
1,547
+125
+9% +$13.9K 0.08% 94
2022
Q3
$122K Sell
1,422
-60
-4% -$5.15K 0.06% 99
2022
Q2
$135K Hold
1,482
0.07% 100
2022
Q1
$122K Buy
1,482
+15
+1% +$1.24K 0.06% 104
2021
Q4
$112K Hold
1,467
0.05% 106
2021
Q3
$110K Buy
1,467
+50
+4% +$3.75K 0.05% 101
2021
Q2
$110K Sell
1,417
-225
-14% -$17.5K 0.05% 103
2021
Q1
$121K Hold
1,642
0.07% 77
2020
Q4
$128K Hold
1,642
0.08% 70
2020
Q3
$130K Buy
1,642
+35
+2% +$2.77K 0.1% 60
2020
Q2
$119K Sell
1,607
-657
-29% -$48.7K 0.1% 62
2020
Q1
$166K Buy
2,264
+726
+47% +$53.2K 0.17% 39
2019
Q4
$134K Sell
1,538
-93
-6% -$8.1K 0.1% 56
2019
Q3
$131K Sell
1,631
-466
-22% -$37.4K 0.1% 57
2019
Q2
$168K Sell
2,097
-79
-4% -$6.33K 0.13% 45
2019
Q1
$173K Hold
2,176
0.15% 45
2018
Q4
$159K Sell
2,176
-813
-27% -$59.4K 0.15% 42
2018
Q3
$202K Sell
2,989
-73
-2% -$4.93K 0.16% 43
2018
Q2
$177K Sell
3,062
-596
-16% -$34.5K 0.15% 46
2018
Q1
$190K Buy
3,658
+266
+8% +$13.8K 0.17% 46
2017
Q4
$182K Buy
+3,392
New +$182K 0.16% 38