Cooper/Haims 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 |
-2,485
| Closed | -$223K | – | 89 |
|
|
2025
Q1 | $223K | Sell |
2,485
-14
| -0.6% | -$1.26K | 0.12% | 71 |
|
|
2024
Q4 | $249K | Sell |
2,499
-57
| -2% | -$5.67K | 0.14% | 67 |
|
|
2024
Q3 | $290K | Sell |
2,556
-236
| -8% | -$26.8K | 0.16% | 62 |
|
|
2024
Q2 | $346K | Sell |
2,792
-164
| -6% | -$20.3K | 0.19% | 51 |
|
|
2024
Q1 | $390K | Hold |
2,956
| – | – | 0.23% | 46 |
|
|
2023
Q4 | $322K | Sell |
2,956
-150
| -5% | -$16.4K | 0.18% | 46 |
|
|
2023
Q3 | $320K | Buy |
3,106
+150
| +5% | +$15.4K | 0.25% | 46 |
|
|
2023
Q2 | $341K | Hold |
2,956
| – | – | 0.26% | 45 |
|
|
2023
Q1 | $314K | Hold |
2,956
| – | – | 0.25% | 47 |
|
|
2022
Q4 | $328K | Hold |
2,956
| – | – | 0.23% | 43 |
|
|
2022
Q3 | $255K | Hold |
2,956
| – | – | 0.21% | 48 |
|
|
2022
Q2 | $269K | Hold |
2,956
| – | – | 0.18% | 58 |
|
|
2022
Q1 | $243K | Hold |
2,956
| – | – | 0.16% | 68 |
|
|
2021
Q4 | $227K | Hold |
2,956
| – | – | 0.14% | 69 |
|
|
2021
Q3 | $222K | Buy |
2,956
+133
| +5% | +$9.99K | 0.13% | 70 |
|
|
2021
Q2 | $220K | Sell |
2,823
-136
| -5% | -$10.6K | 0.14% | 71 |
|
|
2021
Q1 | $218K | Buy |
2,959
+41
| +1% | +$3.02K | 0.15% | 69 |
|
|
2020
Q4 | $228K | Hold |
2,918
| – | – | 0.17% | 59 |
|
|
2020
Q3 | $231K | Hold |
2,918
| – | – | 0.19% | 50 |
|
|
2020
Q2 | $215K | Buy |
2,918
+37
| +1% | +$2.73K | 0.17% | 48 |
|
|
2020
Q1 | $212K | Hold |
2,881
| – | – | 0.18% | 40 |
|
|
2019
Q4 | $250K | Buy |
+2,881
| New | +$250K | 0.14% | 49 |
|