Gladstone Institutional Advisory’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.69M | Sell |
84,572
-489
| -0.6% | -$38.7K | 0.28% | 84 |
|
|
2025
Q1 | $7.64M | Buy |
85,061
+6,263
| +8% | +$562K | 0.36% | 65 |
|
|
2024
Q4 | $7.84M | Sell |
78,798
-2,053
| -3% | -$204K | 0.36% | 58 |
|
|
2024
Q3 | $9.18M | Buy |
80,851
+6,793
| +9% | +$771K | 0.45% | 52 |
|
|
2024
Q2 | $9.17M | Sell |
74,058
-1,074
| -1% | -$133K | 0.48% | 43 |
|
|
2024
Q1 | $9.91M | Sell |
75,132
-19,510
| -21% | -$2.57M | 0.54% | 36 |
|
|
2023
Q4 | $10.3M | Buy |
94,642
+18,679
| +25% | +$2.04M | 0.58% | 35 |
|
|
2023
Q3 | $7.82M | Buy |
75,963
+4,883
| +7% | +$503K | 0.51% | 39 |
|
|
2023
Q2 | $8.2M | Buy |
71,080
+12,702
| +22% | +$1.47M | 0.5% | 40 |
|
|
2023
Q1 | $6.21M | Sell |
58,378
-38,699
| -40% | -$4.12M | 0.4% | 58 |
|
|
2022
Q4 | $10.8M | Buy |
97,077
+42,544
| +78% | +$4.72M | 0.76% | 20 |
|
|
2022
Q3 | $4.7M | Buy |
54,533
+2,885
| +6% | +$248K | 0.37% | 66 |
|
|
2022
Q2 | $4.71M | Sell |
51,648
-864
| -2% | -$78.8K | 0.37% | 64 |
|
|
2022
Q1 | $4.31M | Buy |
52,512
+2,523
| +5% | +$207K | 0.29% | 89 |
|
|
2021
Q4 | $3.83M | Buy |
49,989
+10,328
| +26% | +$792K | 0.3% | 96 |
|
|
2021
Q3 | $2.98M | Buy |
39,661
+3,639
| +10% | +$273K | 0.29% | 92 |
|
|
2021
Q2 | $2.8M | Buy |
36,022
+4,803
| +15% | +$373K | 0.33% | 78 |
|
|
2021
Q1 | $2.3M | Buy |
31,219
+17,612
| +129% | +$1.3M | 0.36% | 70 |
|
|
2020
Q4 | $1.06M | Sell |
13,607
-4,341
| -24% | -$339K | 0.21% | 101 |
|
|
2020
Q3 | $1.42M | Buy |
17,948
+4,205
| +31% | +$333K | 0.34% | 66 |
|
|
2020
Q2 | $1.01M | Sell |
13,743
-2,224
| -14% | -$164K | 0.26% | 82 |
|
|
2020
Q1 | $1.17M | Buy |
15,967
+3,255
| +26% | +$239K | 0.3% | 74 |
|
|
2019
Q4 | $1.1M | Buy |
12,712
+1,493
| +13% | +$130K | 0.27% | 78 |
|
|
2019
Q3 | $901K | Buy |
11,219
+5,474
| +95% | +$440K | 0.23% | 91 |
|
|
2019
Q2 | $460K | Buy |
5,745
+2,036
| +55% | +$163K | 0.14% | 143 |
|
|
2019
Q1 | $294K | Buy |
3,709
+68
| +2% | +$5.39K | 0.11% | 154 |
|
|
2018
Q4 | $265K | Buy |
+3,641
| New | +$265K | 0.15% | 139 |
|