Dynamic Advisor Solutions’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
40,856
-5,564
| -12% | -$440K | 0.1% | 221 |
|
|
2025
Q1 | $4.17M | Buy |
46,420
+1,266
| +3% | +$114K | 0.14% | 178 |
|
|
2024
Q4 | $4.49M | Sell |
45,154
-33,551
| -43% | -$3.34M | 0.19% | 129 |
|
|
2024
Q3 | $8.94M | Sell |
78,705
-1,961
| -2% | -$223K | 0.27% | 88 |
|
|
2024
Q2 | $9.99M | Buy |
80,666
+2,833
| +4% | +$351K | 0.31% | 73 |
|
|
2024
Q1 | $10.3M | Buy |
77,833
+4,433
| +6% | +$585K | 0.35% | 73 |
|
|
2023
Q4 | $8.6M | Buy |
73,400
+24,823
| +51% | +$2.91M | 0.32% | 80 |
|
|
2023
Q3 | $5M | Buy |
48,577
+6,493
| +15% | +$668K | 0.24% | 118 |
|
|
2023
Q2 | $4.86M | Sell |
42,084
-4,082
| -9% | -$471K | 0.25% | 117 |
|
|
2023
Q1 | $4.91M | Sell |
46,166
-924
| -2% | -$98.3K | 0.29% | 90 |
|
|
2022
Q4 | $5.22M | Buy |
47,090
+9,339
| +25% | +$1.04M | 0.36% | 69 |
|
|
2022
Q3 | $3.25M | Buy |
37,751
+9,053
| +32% | +$780K | 0.25% | 95 |
|
|
2022
Q2 | $2.62M | Buy |
28,698
+2,821
| +11% | +$257K | 0.2% | 122 |
|
|
2022
Q1 | $2.12M | Buy |
25,877
+153
| +0.6% | +$12.6K | 0.15% | 157 |
|
|
2021
Q4 | $1.97M | Buy |
25,724
+2,671
| +12% | +$205K | 0.14% | 166 |
|
|
2021
Q3 | $1.73M | Buy |
23,053
+1,437
| +7% | +$108K | 0.13% | 190 |
|
|
2021
Q2 | $1.68M | Sell |
21,616
-5,366
| -20% | -$417K | 0.13% | 188 |
|
|
2021
Q1 | $1.99M | Sell |
26,982
-914
| -3% | -$67.2K | 0.18% | 137 |
|
|
2020
Q4 | $2.18M | Buy |
27,896
+757
| +3% | +$59.1K | 0.2% | 126 |
|
|
2020
Q3 | $2.15M | Sell |
27,139
-625
| -2% | -$49.5K | 0.24% | 111 |
|
|
2020
Q2 | $2.05M | Buy |
27,764
+1,365
| +5% | +$101K | 0.28% | 104 |
|
|
2020
Q1 | $1.94M | Sell |
26,399
-1,763
| -6% | -$129K | 0.35% | 77 |
|
|
2019
Q4 | $2.44M | Buy |
28,162
+1,861
| +7% | +$162K | 0.33% | 76 |
|
|
2019
Q3 | $2.11M | Buy |
26,301
+3,285
| +14% | +$264K | 0.33% | 78 |
|
|
2019
Q2 | $1.84M | Buy |
23,016
+1,590
| +7% | +$127K | 0.3% | 90 |
|
|
2019
Q1 | $1.7M | Buy |
21,426
+615
| +3% | +$48.8K | 0.32% | 87 |
|
|
2018
Q4 | $1.45M | Buy |
20,811
+1,554
| +8% | +$108K | 0.31% | 91 |
|
|
2018
Q3 | $1.3M | Sell |
19,257
-2,061
| -10% | -$140K | 0.27% | 112 |
|
|
2018
Q2 | $1.24M | Buy |
21,318
+2,042
| +11% | +$118K | 0.28% | 107 |
|
|
2018
Q1 | $1M | Buy |
19,276
+10,782
| +127% | +$560K | 0.26% | 116 |
|
|
2017
Q4 | $456K | Sell |
8,494
-15
| -0.2% | -$805 | 0.15% | 160 |
|
|
2017
Q3 | $520K | Sell |
8,509
-476
| -5% | -$29.1K | 0.21% | 134 |
|
|
2017
Q2 | $549K | Sell |
8,985
-292
| -3% | -$17.8K | 0.21% | 128 |
|
|
2017
Q1 | $562K | Buy |
9,277
+937
| +11% | +$56.8K | 0.22% | 126 |
|
|
2016
Q4 | $468K | Buy |
8,340
+189
| +2% | +$10.6K | 0.19% | 139 |
|
|
2016
Q3 | $485K | Buy |
8,151
+5
| +0.1% | +$298 | 0.18% | 143 |
|
|
2016
Q2 | $448K | Sell |
8,146
-112
| -1% | -$6.16K | 0.18% | 134 |
|
|
2016
Q1 | $417K | Buy |
8,258
+200
| +2% | +$10.1K | 0.18% | 133 |
|
|
2015
Q4 | $406K | Sell |
8,058
-391
| -5% | -$19.7K | 0.17% | 148 |
|
|
2015
Q3 | $398K | Buy |
8,449
+73
| +0.9% | +$3.44K | 0.2% | 118 |
|
|
2015
Q2 | $455K | Buy |
8,376
+162
| +2% | +$8.8K | 0.27% | 101 |
|
|
2015
Q1 | $451K | Sell |
8,214
-4
| -0% | -$220 | 0.23% | 125 |
|
|
2014
Q4 | $445K | Sell |
8,218
-139
| -2% | -$7.53K | 0.24% | 124 |
|
|
2014
Q3 | $474K | Buy |
8,357
+1,009
| +14% | +$57.2K | 0.26% | 118 |
|
|
2014
Q2 | $406K | Buy |
7,348
+2,778
| +61% | +$153K | 0.24% | 123 |
|
|
2014
Q1 | $248K | Buy |
4,570
+318
| +7% | +$17.3K | 0.17% | 164 |
|
|
2013
Q4 | $203K | Buy |
+4,252
| New | +$203K | 0.15% | 181 |
|