GIM
Groesbeck Investment Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $756K | Sell |
8,421
-814
| -9% | -$73.1K | 1.06% | 33 |
|
|
2024
Q4 | $919K | Buy |
9,235
+1,755
| +23% | +$175K | 1.2% | 25 |
|
|
2024
Q3 | $849K | Sell |
7,480
-1,098
| -13% | -$125K | 1.25% | 26 |
|
|
2024
Q2 | $1.06M | Sell |
8,578
-162
| -2% | -$20.1K | 1.47% | 21 |
|
|
2024
Q1 | $1.15M | Buy |
8,740
+417
| +5% | +$55K | 1.23% | 24 |
|
|
2023
Q4 | $907K | Buy |
8,323
+780
| +10% | +$85K | 1.26% | 28 |
|
|
2023
Q3 | $777K | Buy |
7,543
+1,343
| +22% | +$138K | 1.18% | 29 |
|
|
2023
Q2 | $715K | Sell |
6,200
-1,141
| -16% | -$132K | 1.09% | 32 |
|
|
2023
Q1 | $781K | Buy |
7,341
+145
| +2% | +$15.4K | 1.17% | 29 |
|
|
2022
Q4 | $798K | Buy |
7,196
+150
| +2% | +$16.6K | 1.34% | 27 |
|
|
2022
Q3 | $642K | Hold |
7,046
| – | – | 1.06% | 33 |
|
|
2022
Q2 | $642K | Sell |
7,046
-216
| -3% | -$19.7K | 1.06% | 33 |
|
|
2022
Q1 | $596K | Buy |
7,262
+57
| +0.8% | +$4.68K | 0.67% | 56 |
|
|
2021
Q4 | $552K | Sell |
7,205
-123
| -2% | -$9.42K | 0.7% | 50 |
|
|
2021
Q3 | $550K | Sell |
7,328
-1,191
| -14% | -$89.4K | 0.64% | 60 |
|
|
2021
Q2 | $663K | Buy |
8,519
+980
| +13% | +$76.3K | 0.84% | 46 |
|
|
2021
Q1 | $581K | Buy |
7,539
+6
| +0.1% | +$462 | 0.84% | 46 |
|
|
2020
Q4 | $616K | Buy |
7,533
+42
| +0.6% | +$3.43K | 1.01% | 38 |
|
|
2020
Q3 | $621K | Buy |
7,491
+6
| +0.1% | +$497 | 1.16% | 31 |
|
|
2020
Q2 | $579K | Buy |
+7,485
| New | +$579K | 1.15% | 37 |
|