CA
Clearstead Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23M | Sell |
116,568
-2,672
| -2% | -$212K | 0.13% | 138 |
|
|
2025
Q1 | $10.7M | Sell |
119,240
-1,189
| -1% | -$107K | 0.17% | 120 |
|
|
2024
Q4 | $12M | Sell |
120,429
-3,864
| -3% | -$384K | 0.18% | 116 |
|
|
2024
Q3 | $14.1M | Buy |
124,293
+5,206
| +4% | +$591K | 0.22% | 96 |
|
|
2024
Q2 | $14.7M | Buy |
119,087
+46,305
| +64% | +$5.73M | 0.25% | 86 |
|
|
2024
Q1 | $9.41M | Sell |
72,782
-303
| -0.4% | -$39.2K | 0.47% | 43 |
|
|
2023
Q4 | $7.97M | Sell |
73,085
-99,783
| -58% | -$10.9M | 0.42% | 46 |
|
|
2023
Q3 | $17.8M | Buy |
172,868
+102,484
| +146% | +$10.6M | 0.52% | 46 |
|
|
2023
Q2 | $8.12M | Buy |
70,384
+2,360
| +3% | +$272K | 0.49% | 43 |
|
|
2023
Q1 | $7.24M | Buy |
68,024
+483
| +0.7% | +$51.4K | 0.53% | 39 |
|
|
2022
Q4 | $7.49M | Sell |
67,541
-824
| -1% | -$91.4K | 0.59% | 36 |
|
|
2022
Q3 | $5.89M | Sell |
68,365
-24,574
| -26% | -$2.12M | 0.54% | 39 |
|
|
2022
Q2 | $8.47M | Sell |
92,939
-225
| -0.2% | -$20.5K | 0.66% | 35 |
|
|
2022
Q1 | $7.64M | Buy |
93,164
+3,308
| +4% | +$271K | 0.52% | 42 |
|
|
2021
Q4 | $6.89M | Buy |
89,856
+2,469
| +3% | +$189K | 0.47% | 45 |
|
|
2021
Q3 | $6.56M | Buy |
87,387
+672
| +0.8% | +$50.5K | 0.49% | 43 |
|
|
2021
Q2 | $6.74M | Buy |
86,715
+882
| +1% | +$68.6K | 0.52% | 40 |
|
|
2021
Q1 | $6.62M | Buy |
85,833
+16,727
| +24% | +$1.29M | 0.55% | 38 |
|
|
2020
Q4 | $5.65M | Buy |
69,106
+19,182
| +38% | +$1.57M | 0.51% | 40 |
|
|
2020
Q3 | $4.14M | Sell |
49,924
-2,487
| -5% | -$206K | 0.44% | 49 |
|
|
2020
Q2 | $4.05M | Buy |
52,411
+845
| +2% | +$65.3K | 0.47% | 47 |
|
|
2020
Q1 | $3.97M | Sell |
51,566
-3,270
| -6% | -$252K | 0.58% | 39 |
|
|
2019
Q4 | $4.99M | Buy |
54,836
+864
| +2% | +$78.6K | 0.61% | 38 |
|
|
2019
Q3 | $4.54M | Sell |
53,972
-537
| -1% | -$45.2K | 0.61% | 40 |
|
|
2019
Q2 | $4.57M | Buy |
54,509
+1,001
| +2% | +$83.9K | 0.61% | 41 |
|
|
2019
Q1 | $4.45M | Buy |
53,508
+2,651
| +5% | +$220K | 0.61% | 45 |
|
|
2018
Q4 | $3.89M | Buy |
50,857
+1,819
| +4% | +$139K | 0.61% | 46 |
|
|
2018
Q3 | $3.48M | Buy |
49,038
+1,180
| +2% | +$83.7K | 0.48% | 49 |
|
|
2018
Q2 | $2.91M | Buy |
47,858
+1,379
| +3% | +$83.7K | 0.41% | 53 |
|
|
2018
Q1 | $2.53M | Buy |
46,479
+4,645
| +11% | +$253K | 0.37% | 57 |
|
|
2017
Q4 | $2.36M | Sell |
41,834
-3,465
| -8% | -$195K | 0.32% | 60 |
|
|
2017
Q3 | $2.9M | Buy |
45,299
+741
| +2% | +$47.5K | 0.38% | 58 |
|
|
2017
Q2 | $2.86M | Buy |
44,558
+3,861
| +9% | +$247K | 0.42% | 54 |
|
|
2017
Q1 | $2.59M | Buy |
40,697
+1,339
| +3% | +$85.1K | 0.38% | 57 |
|
|
2016
Q4 | $2.32M | Buy |
+39,358
| New | +$2.32M | 0.37% | 53 |
|