Foundations 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 | $2.12M | Buy |
26,831
+2,565
| +11% | +$203K | 0.03% | 305 |
|
|
2025
Q1 | $2.18M | Sell |
24,266
-48,795
| -67% | -$4.38M | 0.04% | 284 |
|
|
2024
Q4 | $7.27M | Buy |
73,061
+13,540
| +23% | +$1.35M | 0.14% | 144 |
|
|
2024
Q3 | $6.76M | Buy |
59,521
+10,831
| +22% | +$1.23M | 0.14% | 131 |
|
|
2024
Q2 | $6.03M | Buy |
48,690
+896
| +2% | +$111K | 0.15% | 123 |
|
|
2024
Q1 | $6.31M | Buy |
47,794
+814
| +2% | +$107K | 0.17% | 113 |
|
|
2023
Q4 | $5.94M | Sell |
46,980
-21,775
| -32% | -$2.75M | 0.16% | 104 |
|
|
2023
Q3 | $7.08M | Buy |
68,755
+29,286
| +74% | +$3.01M | 0.22% | 88 |
|
|
2023
Q2 | $4.55M | Buy |
39,469
+2,483
| +7% | +$287K | 0.15% | 98 |
|
|
2023
Q1 | $3.93M | Buy |
36,986
+9,390
| +34% | +$999K | 0.14% | 99 |
|
|
2022
Q4 | $3.06M | Buy |
27,596
+18,686
| +210% | +$2.07M | 0.12% | 96 |
|
|
2022
Q3 | $767K | Buy |
8,910
+3,702
| +71% | +$319K | 0.03% | 195 |
|
|
2022
Q2 | $485K | Buy |
5,208
+784
| +18% | +$73K | 0.02% | 234 |
|
|
2022
Q1 | $384K | Buy |
4,424
+302
| +7% | +$26.2K | 0.01% | 230 |
|
|
2021
Q4 | $335K | Buy |
4,122
+363
| +10% | +$29.5K | 0.01% | 258 |
|
|
2021
Q3 | $307K | Buy |
+3,759
| New | +$307K | 0.01% | 246 |
|
|
2021
Q1 | – | Sell |
-2,866
| Closed | -$227K | – | 234 |
|
|
2020
Q4 | $227K | Buy |
+2,866
| New | +$227K | 0.01% | 170 |
|