Dumont & Blake Investment 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 | $256K | Sell |
3,238
-33
| -1% | -$2.61K | 0.07% | 170 |
|
|
2025
Q1 | $294K | Sell |
3,271
-28
| -0.8% | -$2.51K | 0.08% | 159 |
|
|
2024
Q4 | $328K | Buy |
3,299
+61
| +2% | +$6.07K | 0.09% | 158 |
|
|
2024
Q3 | $368K | Sell |
3,238
-5,026
| -61% | -$571K | 0.1% | 155 |
|
|
2024
Q2 | $1.02M | Buy |
8,264
+4,132
| +100% | +$512K | 0.14% | 135 |
|
|
2024
Q1 | $545K | Buy |
4,132
+185
| +5% | +$24.4K | 0.16% | 131 |
|
|
2023
Q4 | $430K | Hold |
3,947
| – | – | 0.13% | 135 |
|
|
2023
Q3 | $406K | Hold |
3,947
| – | – | 0.14% | 135 |
|
|
2023
Q2 | $455K | Hold |
3,947
| – | – | 0.15% | 134 |
|
|
2023
Q1 | $420K | Hold |
3,947
| – | – | 0.14% | 135 |
|
|
2022
Q4 | $438K | Sell |
3,947
-80
| -2% | -$8.88K | 0.16% | 136 |
|
|
2022
Q3 | $347K | Sell |
4,027
-430
| -10% | -$37.1K | 0.13% | 142 |
|
|
2022
Q2 | $406K | Sell |
4,457
-148
| -3% | -$13.5K | 0.13% | 140 |
|
|
2022
Q1 | $378K | Sell |
4,605
-17
| -0.4% | -$1.4K | 0.1% | 166 |
|
|
2021
Q4 | $354K | Buy |
4,622
+82
| +2% | +$6.28K | 0.09% | 157 |
|
|
2021
Q3 | $341K | Buy |
4,540
+95
| +2% | +$7.14K | 0.1% | 154 |
|
|
2021
Q2 | $346K | Sell |
4,445
-28
| -0.6% | -$2.18K | 0.1% | 156 |
|
|
2021
Q1 | $329K | Buy |
4,473
+94
| +2% | +$6.91K | 0.1% | 153 |
|
|
2020
Q4 | $342K | Buy |
4,379
+163
| +4% | +$12.7K | 0.12% | 145 |
|
|
2020
Q3 | $334K | Buy |
4,216
+251
| +6% | +$19.9K | 0.13% | 133 |
|
|
2020
Q2 | $293K | Buy |
+3,965
| New | +$293K | 0.12% | 136 |
|
|
2015
Q4 | – | Sell |
-7,336
| Closed | -$346K | – | 164 |
|
|
2015
Q3 | $346K | Buy |
+7,336
| New | +$346K | 0.19% | 126 |
|