GA
Geller Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.39M | Buy |
13,851
+26
| +0.2% | +$2.61K | 0.09% | 53 |
|
|
2024
Q3 | $1.58M | Sell |
13,825
-4,848
| -26% | -$554K | 0.11% | 50 |
|
|
2024
Q2 | $2.33M | Sell |
18,673
-5
| -0% | -$623 | 0.17% | 39 |
|
|
2024
Q1 | $2.48M | Sell |
18,678
-69
| -0.4% | -$9.16K | 0.2% | 35 |
|
|
2023
Q4 | $2.06M | Sell |
18,747
-728
| -4% | -$79.9K | 0.2% | 32 |
|
|
2023
Q3 | $2.02M | Buy |
19,475
+664
| +4% | +$68.8K | 0.23% | 28 |
|
|
2023
Q2 | $2.18M | Buy |
18,811
+11,650
| +163% | +$1.35M | 0.27% | 27 |
|
|
2023
Q1 | $767K | Buy |
7,161
+548
| +8% | +$58.7K | 0.11% | 40 |
|
|
2022
Q4 | $738K | Buy |
6,613
+931
| +16% | +$104K | 0.13% | 40 |
|
|
2022
Q3 | $493K | Sell |
5,682
-1,223
| -18% | -$106K | 0.11% | 47 |
|
|
2022
Q2 | $634K | Sell |
6,905
-3
| -0% | -$275 | 0.13% | 43 |
|
|
2022
Q1 | $572K | Sell |
6,908
-508
| -7% | -$42.1K | 0.11% | 51 |
|
|
2021
Q4 | $573K | Buy |
7,416
+28
| +0.4% | +$2.16K | 0.11% | 55 |
|
|
2021
Q3 | $560K | Buy |
7,388
+512
| +7% | +$38.8K | 0.12% | 53 |
|
|
2021
Q2 | $539K | Buy |
6,876
+128
| +2% | +$10K | 0.12% | 48 |
|
|
2021
Q1 | $525K | Buy |
6,748
+1,220
| +22% | +$94.9K | 0.12% | 46 |
|
|
2020
Q4 | $638K | Hold |
5,528
| – | – | 0.16% | 32 |
|
|
2020
Q3 | $462K | Sell |
5,528
-34
| -0.6% | -$2.84K | 0.13% | 36 |
|
|
2020
Q2 | $434K | Buy |
5,562
+763
| +16% | +$59.5K | 0.13% | 38 |
|
|
2020
Q1 | $372K | Buy |
4,799
+1,809
| +61% | +$140K | 0.11% | 33 |
|
|
2019
Q4 | $274K | Buy |
2,990
+157
| +6% | +$14.4K | 0.08% | 40 |
|
|
2019
Q3 | $240K | Buy |
+2,833
| New | +$240K | 0.09% | 55 |
|
|
2016
Q4 | – | Sell |
-4,438
| Closed | -$277K | – | 28 |
|
|
2016
Q3 | $277K | Buy |
+4,438
| New | +$277K | 0.16% | 22 |
|