CIA
Concurrent Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
92,558
+1,028
| +1% | +$81.4K | 0.14% | 153 |
|
|
2025
Q1 | $8.22M | Sell |
91,530
-3,953
| -4% | -$355K | 0.2% | 110 |
|
|
2024
Q4 | $9.5M | Sell |
95,483
-21,807
| -19% | -$2.17M | 0.26% | 85 |
|
|
2024
Q3 | $13.3M | Buy |
117,290
+4,229
| +4% | +$480K | 0.39% | 57 |
|
|
2024
Q2 | $14M | Buy |
113,061
+30,165
| +36% | +$3.73M | 0.46% | 46 |
|
|
2024
Q1 | $10.9M | Sell |
82,896
-2,494
| -3% | -$329K | 0.44% | 52 |
|
|
2023
Q4 | $9.31M | Buy |
+85,390
| New | +$9.31M | 0.44% | 52 |
|