GCA
Gradient Capital Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,024
| Closed | -$271K | – | 165 |
|
|
2025
Q1 | $271K | Buy |
3,024
+1
| +0% | +$90 | 0.09% | 134 |
|
|
2024
Q4 | $301K | Buy |
3,023
+97
| +3% | +$9.65K | 0.1% | 121 |
|
|
2024
Q3 | $332K | Buy |
2,926
+114
| +4% | +$12.9K | 0.11% | 117 |
|
|
2024
Q2 | $348K | Hold |
2,812
| – | – | 0.12% | 111 |
|
|
2024
Q1 | $371K | Sell |
2,812
-144
| -5% | -$19K | 0.14% | 110 |
|
|
2023
Q4 | $322K | Sell |
2,956
-61
| -2% | -$6.65K | 0.12% | 116 |
|
|
2023
Q3 | $311K | Buy |
3,017
+68
| +2% | +$7K | 0.13% | 110 |
|
|
2023
Q2 | $340K | Buy |
2,949
+347
| +13% | +$40K | 0.14% | 106 |
|
|
2023
Q1 | $277K | Hold |
2,602
| – | – | 0.12% | 120 |
|
|
2022
Q4 | $289K | Buy |
2,602
+198
| +8% | +$22K | 0.13% | 108 |
|
|
2022
Q3 | $207K | Buy |
2,404
+172
| +8% | +$14.8K | 0.1% | 123 |
|
|
2022
Q2 | $203K | Buy |
+2,232
| New | +$203K | 0.1% | 109 |
|