CA
Crewe Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Sell |
9,790
-231
| -2% | -$18.3K | 0.11% | 71 |
|
|
2025
Q1 | $899K | Sell |
10,021
-235
| -2% | -$21.1K | 0.13% | 58 |
|
|
2024
Q4 | $1.02M | Sell |
10,256
-1,092
| -10% | -$109K | 0.14% | 53 |
|
|
2024
Q3 | $1.29M | Buy |
11,348
+238
| +2% | +$27K | 0.15% | 49 |
|
|
2024
Q2 | $1.38M | Buy |
11,110
+291
| +3% | +$36K | 0.15% | 59 |
|
|
2024
Q1 | $1.43M | Buy |
+10,819
| New | +$1.43M | 0.17% | 55 |
|
|
2023
Q3 | – | Sell |
-11,170
| Closed | -$1.29M | – | 800 |
|
|
2023
Q2 | $1.29M | Buy |
11,170
+100
| +0.9% | +$11.5K | 0.18% | 47 |
|
|
2023
Q1 | $1.18M | Sell |
11,070
-314
| -3% | -$33.4K | 0.17% | 49 |
|
|
2022
Q4 | $1.26M | Buy |
11,384
+411
| +4% | +$45.6K | 0.2% | 49 |
|
|
2022
Q3 | $945K | Buy |
10,973
+472
| +4% | +$40.6K | 0.17% | 45 |
|
|
2022
Q2 | $957K | Buy |
10,501
+1,513
| +17% | +$138K | 0.21% | 36 |
|
|
2022
Q1 | $737K | Buy |
8,988
+6,659
| +286% | +$546K | 0.14% | 39 |
|
|
2021
Q4 | $178K | Buy |
2,329
+2,204
| +1,763% | +$168K | 0.04% | 93 |
|
|
2021
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 273 |
|
|
2021
Q2 | $10K | Sell |
125
-551
| -82% | -$44.1K | ﹤0.01% | 280 |
|
|
2021
Q1 | $52K | Sell |
676
-62
| -8% | -$4.77K | 0.01% | 149 |
|
|
2020
Q4 | $60K | Sell |
738
-133
| -15% | -$10.8K | 0.02% | 127 |
|
|
2020
Q3 | $72K | Buy |
871
+746
| +597% | +$61.7K | 0.03% | 102 |
|
|
2020
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 161 |
|
|
2020
Q1 | $10K | Hold |
125
| – | – | 0.01% | 143 |
|
|
2019
Q4 | $11K | Hold |
125
| – | – | ﹤0.01% | 179 |
|
|
2019
Q3 | $11K | Buy |
125
+118
| +1,686% | +$10.4K | 0.01% | 179 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 291 |
|
|
2019
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 236 |
|