CFS 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
$2.15M Buy
27,134
+4,529
+20% +$359K 0.18% 106
2025
Q1
$2.03M Sell
22,605
-164
-0.7% -$14.7K 0.18% 105
2024
Q4
$2.27M Buy
22,769
+1,308
+6% +$130K 0.2% 94
2024
Q3
$2.44M Sell
21,461
-1,180
-5% -$134K 0.2% 90
2024
Q2
$2.8M Sell
22,641
-235
-1% -$29.1K 0.23% 77
2024
Q1
$3.02M Buy
22,876
+1,634
+8% +$216K 0.51% 34
2023
Q4
$2.32M Buy
21,242
+253
+1% +$27.6K 0.42% 44
2023
Q3
$2.16M Buy
20,989
+1,334
+7% +$137K 0.34% 58
2023
Q2
$2.27M Buy
19,655
+307
+2% +$35.4K 0.29% 66
2023
Q1
$2.06M Buy
19,348
+984
+5% +$105K 0.37% 44
2022
Q4
$2.04M Sell
18,364
-1,248,709
-99% -$139M 0.46% 35
2022
Q3
$1.27M Buy
1,267,073
+1,257,963
+13,809% +$1.26M 0.29% 49
2022
Q2
$831K Sell
9,110
-763,145
-99% -$69.6M 0.13% 138
2022
Q1
$9K Buy
772,255
+763,867
+9,107% +$8.9K 0.04% 163
2021
Q4
$683K Buy
8,388
+3,136
+60% +$255K 0.09% 152
2021
Q3
$395K Buy
+5,252
New +$395K 0.05% 166
2020
Q4
$282K Buy
+3,607
New +$282K 0.04% 158