CSM 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 | $5.83M | Buy |
73,615
+80
| +0.1% | +$6.33K | 0.17% | 155 |
|
|
2025
Q1 | $6.6M | Sell |
73,535
-1,120
| -2% | -$100K | 0.36% | 64 |
|
|
2024
Q4 | $7.43M | Sell |
74,655
-2,320
| -3% | -$231K | 0.35% | 64 |
|
|
2024
Q3 | $8.74M | Sell |
76,975
-3,878
| -5% | -$440K | 0.57% | 58 |
|
|
2024
Q2 | $10M | Sell |
80,853
-3,965
| -5% | -$491K | 0.71% | 44 |
|
|
2024
Q1 | $11.2M | Buy |
84,818
+1,020
| +1% | +$135K | 0.73% | 43 |
|
|
2023
Q4 | $9.14M | Buy |
83,798
+80,110
| +2,172% | +$8.74M | 0.66% | 46 |
|
|
2023
Q3 | $380K | Sell |
3,688
-1,200
| -25% | -$124K | 0.03% | 122 |
|
|
2023
Q2 | $564K | Sell |
4,888
-700
| -13% | -$80.8K | 0.04% | 119 |
|
|
2023
Q1 | $595K | Hold |
5,588
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $620K | Hold |
5,588
| – | – | 0.06% | 109 |
|
|
2022
Q3 | $481K | Hold |
5,588
| – | – | 0.05% | 114 |
|
|
2022
Q2 | $509K | Buy |
5,588
+300
| +6% | +$27.3K | 0.05% | 106 |
|
|
2022
Q1 | $434K | Hold |
5,288
| – | – | 0.03% | 116 |
|
|
2021
Q4 | $405K | Hold |
5,288
| – | – | 0.03% | 141 |
|
|
2021
Q3 | $397K | Hold |
5,288
| – | – | 0.03% | 137 |
|
|
2021
Q2 | $411K | Buy |
+5,288
| New | +$411K | 0.03% | 141 |
|