Fortis Advisors’s Merck MRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,083	Closed	-$207K	–	115
2024 Q4	$207K	Hold	2,083	–	–	0.14%	103
2024 Q3	$237K	Hold	2,083	–	–	0.15%	98
2024 Q2	$258K	Hold	2,083	–	–	0.18%	84
2024 Q1	$275K	Sell	2,083 -1,217	-37%	-$161K	0.18%	76
2023 Q4	$360K	Hold	3,300	–	–	0.26%	63
2023 Q3	$340K	Hold	3,300	–	–	0.26%	64
2023 Q2	$381K	Sell	3,300 -700	-18%	-$80.8K	0.27%	55
2023 Q1	$426K	Hold	4,000	–	–	0.28%	48
2022 Q4	$444K	Hold	4,000	–	–	0.34%	42
2022 Q3	$344K	Sell	4,000 -412	-9%	-$35.4K	0.25%	58
2022 Q2	$402K	Buy	4,412 +93	+2%	+$8.47K	0.27%	55
2022 Q1	$354K	Hold	4,319	–	–	0.19%	73
2021 Q4	$331K	Hold	4,319	–	–	0.19%	79
2021 Q3	$324K	Buy	4,319 +236	+6%	+$17.7K	0.2%	71
2021 Q2	$318K	Sell	4,083 -972	-19%	-$75.7K	0.18%	76
2021 Q1	$372K	Buy	5,055 +1,911	+61%	+$141K	0.26%	58
2020 Q4	$245K	Hold	3,144	–	–	0.22%	54
2020 Q3	$249K	Sell	3,144 -1,886	-37%	-$149K	0.23%	44
2020 Q2	$371K	Sell	5,030 -481	-9%	-$35.5K	0.37%	40
2020 Q1	$405K	Buy	5,511 +24	+0.4%	+$1.76K	0.27%	40
2019 Q4	$476K	Hold	5,487	–	–	0.29%	49
2019 Q3	$442K	Buy	5,487 +247	+5%	+$19.9K	0.21%	50
2019 Q2	$419K	Hold	5,240	–	–	0.2%	53
2019 Q1	$416K	Hold	5,240	–	–	0.22%	50
2018 Q4	$382K	Hold	5,240	–	–	0.23%	46
2018 Q3	$355K	Sell	5,240 -105	-2%	-$7.11K	0.2%	54
2018 Q2	$311K	Hold	5,345	–	–	0.18%	58
2018 Q1	$279K	Hold	5,345	–	–	0.15%	55
2017 Q4	$287K	Sell	5,345 -105	-2%	-$5.64K	0.18%	53
2017 Q3	$333K	Hold	5,450	–	–	0.23%	38
2017 Q2	$334K	Hold	5,450	–	–	0.26%	45
2017 Q1	$330K	Sell	5,450 -198	-4%	-$12K	0.3%	42
2016 Q4	$318K	Buy	+5,648	New	+$318K	0.34%	21