HHGA
Halbert Hargrove Global Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.2K | Buy |
748
+469
| +168% | +$37.1K | ﹤0.01% | 130 |
|
|
2025
Q1 | $25K | Sell |
279
-4
| -1% | -$359 | ﹤0.01% | 168 |
|
|
2024
Q4 | $28.2K | Buy |
+283
| New | +$28.2K | ﹤0.01% | 165 |
|
|
2023
Q2 | – | Sell |
-5,632
| Closed | -$599K | – | 135 |
|
|
2023
Q1 | $599K | Buy |
5,632
+783
| +16% | +$83.3K | 0.04% | 65 |
|
|
2022
Q4 | $538K | Buy |
4,849
+363
| +8% | +$40.3K | 0.04% | 72 |
|
|
2022
Q3 | $386K | Buy |
4,486
+519
| +13% | +$44.7K | 0.03% | 82 |
|
|
2022
Q2 | $362K | Sell |
3,967
-143
| -3% | -$13K | 0.03% | 83 |
|
|
2022
Q1 | $337K | Buy |
4,110
+109
| +3% | +$8.94K | 0.02% | 97 |
|
|
2021
Q4 | $307K | Buy |
4,001
+167
| +4% | +$12.8K | 0.02% | 110 |
|
|
2021
Q3 | $288K | Sell |
3,834
-234
| -6% | -$17.6K | 0.02% | 110 |
|
|
2021
Q2 | $316K | Buy |
4,068
+106
| +3% | +$8.23K | 0.02% | 100 |
|
|
2021
Q1 | $306K | Sell |
3,962
-32
| -0.8% | -$2.47K | 0.02% | 86 |
|
|
2020
Q4 | $326K | Sell |
3,994
-74
| -2% | -$6.04K | 0.02% | 73 |
|
|
2020
Q3 | $338K | Buy |
4,068
+220
| +6% | +$18.3K | 0.03% | 62 |
|
|
2020
Q2 | $298K | Sell |
3,848
-130
| -3% | -$10.1K | 0.04% | 60 |
|
|
2020
Q1 | $306K | Buy |
3,978
+105
| +3% | +$8.08K | 0.05% | 53 |
|
|
2019
Q4 | $352K | Sell |
3,873
-437
| -10% | -$39.7K | 0.09% | 47 |
|
|
2019
Q3 | $363K | Buy |
4,310
+174
| +4% | +$14.7K | 0.1% | 47 |
|
|
2019
Q2 | $347K | Sell |
4,136
-10
| -0.2% | -$839 | 0.09% | 47 |
|
|
2019
Q1 | $345K | Sell |
4,146
-174
| -4% | -$14.5K | 1.22% | 22 |
|
|
2018
Q4 | $330K | Buy |
4,320
+21
| +0.5% | +$1.6K | 0.08% | 51 |
|
|
2018
Q3 | $305K | Sell |
4,299
-159
| -4% | -$11.3K | 0.08% | 51 |
|
|
2018
Q2 | $271K | Buy |
4,458
+214
| +5% | +$13K | 0.07% | 57 |
|
|
2018
Q1 | $231K | Sell |
4,244
-183
| -4% | -$9.96K | 0.06% | 62 |
|
|
2017
Q4 | $249K | Sell |
4,427
-509
| -10% | -$28.6K | 0.07% | 57 |
|
|
2017
Q3 | $316K | Sell |
4,936
-1,234
| -20% | -$79K | 0.09% | 44 |
|
|
2017
Q2 | $395K | Sell |
6,170
-41
| -0.7% | -$2.63K | 0.11% | 37 |
|
|
2017
Q1 | $395K | Sell |
6,211
-216
| -3% | -$13.7K | 0.1% | 44 |
|
|
2016
Q4 | $378K | Buy |
6,427
+428
| +7% | +$25.2K | 0.11% | 40 |
|
|
2016
Q3 | $374K | Sell |
5,999
-480
| -7% | -$29.9K | 0.11% | 37 |
|
|
2016
Q2 | $373K | Buy |
6,479
+161
| +3% | +$9.27K | 0.11% | 39 |
|
|
2016
Q1 | $334K | Sell |
6,318
-900
| -12% | -$47.6K | 0.12% | 44 |
|
|
2015
Q4 | $381K | Sell |
7,218
-452
| -6% | -$23.9K | 0.16% | 44 |
|
|
2015
Q3 | $379K | Sell |
7,670
-10,039
| -57% | -$496K | 0.19% | 39 |
|
|
2015
Q2 | $1.01M | Sell |
17,709
-1,654
| -9% | -$94.1K | 0.25% | 29 |
|
|
2015
Q1 | $1.11M | Buy |
19,363
+8,850
| +84% | +$509K | 0.36% | 23 |
|
|
2014
Q4 | $597K | Sell |
10,513
-387
| -4% | -$22K | 0.3% | 31 |
|
|
2014
Q3 | $646K | Buy |
10,900
+945
| +9% | +$56K | 0.18% | 41 |
|
|
2014
Q2 | $576K | Buy |
9,955
+964
| +11% | +$55.8K | 0.17% | 33 |
|
|
2014
Q1 | $510K | Sell |
8,991
-553
| -6% | -$31.4K | 0.16% | 38 |
|
|
2013
Q4 | $478K | Buy |
9,544
+2,411
| +34% | +$121K | 0.15% | 47 |
|
|
2013
Q3 | $340K | Sell |
7,133
-166
| -2% | -$7.91K | 0.11% | 66 |
|
|
2013
Q2 | $339K | Buy |
+7,299
| New | +$339K | 0.12% | 70 |
|