Claris 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 | – | Sell |
-2,884
| Closed | -$259K | – | 81 |
|
2025
Q1 | $259K | Buy |
2,884
+187
| +7% | +$16.8K | 0.1% | 64 |
|
2024
Q4 | $268K | Buy |
2,697
+2,572
| +2,058% | +$256K | 0.1% | 59 |
|
2024
Q3 | $14.2K | Buy |
+125
| New | +$14.2K | 0.01% | 202 |
|
2023
Q1 | – | Sell |
-2,697
| Closed | -$299K | – | 48 |
|
2022
Q4 | $299K | Hold |
2,697
| – | – | 0.28% | 39 |
|
2022
Q3 | $232K | Sell |
2,697
-170
| -6% | -$14.6K | 0.27% | 37 |
|
2022
Q2 | $261K | Buy |
2,867
+170
| +6% | +$15.5K | 0.28% | 33 |
|
2022
Q1 | $221K | Hold |
2,697
| – | – | 0.24% | 43 |
|
2021
Q4 | $207K | Buy |
+2,697
| New | +$207K | 0.22% | 48 |
|