Glass Jacobson 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 | $43.6K | Sell |
551
-2,290
| -81% | -$181K | 0.02% | 303 |
|
|
2025
Q1 | $283K | Hold |
2,841
| – | – | 0.09% | 198 |
|
|
2024
Q4 | $283K | Sell |
2,841
-22
| -0.8% | -$2.19K | 0.09% | 198 |
|
|
2024
Q3 | $325K | Hold |
2,863
| – | – | 0.11% | 177 |
|
|
2024
Q2 | $354K | Buy |
2,863
+1
| +0% | +$124 | 0.13% | 169 |
|
|
2024
Q1 | $378K | Sell |
2,862
-305
| -10% | -$40.2K | 0.14% | 158 |
|
|
2023
Q4 | $345K | Sell |
3,167
-15
| -0.5% | -$1.64K | 0.14% | 158 |
|
|
2023
Q3 | $328K | Buy |
3,182
+174
| +6% | +$17.9K | 0.15% | 153 |
|
|
2023
Q2 | $347K | Buy |
+3,008
| New | +$347K | 0.16% | 153 |
|
|
2022
Q4 | $334K | Buy |
+3,007
| New | +$334K | 0.17% | 158 |
|