HPIA

Hamilton Point Investment Advisors’s Merck MRK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$812K	Buy	10,150 +8	+0.1%	+$640	0.13%	81
2025 Q1	$919K	Buy	10,142 +53	+0.5%	+$4.8K	0.17%	72
2024 Q4	$1.01M	Buy	10,089 +73	+0.7%	+$7.32K	0.18%	68
2024 Q3	$1.15M	Hold	10,016	–	–	0.2%	66
2024 Q2	$1.25M	Sell	10,016 -79	-0.8%	-$9.84K	0.24%	63
2024 Q1	$1.34M	Sell	10,095 -464	-4%	-$61.6K	0.26%	68
2023 Q4	$1.16M	Hold	10,559	–	–	0.23%	68
2023 Q3	$1.09M	Hold	10,559	–	–	0.27%	65
2023 Q2	$1.23M	Sell	10,559 -131	-1%	-$15.2K	0.29%	62
2023 Q1	$1.15M	Buy	10,690 +5,970	+126%	+$640K	0.28%	61
2022 Q4	$527K	Buy	4,720 +352	+8%	+$39.3K	0.15%	62
2022 Q3	$379K	Buy	4,368 +847	+24%	+$73.5K	0.12%	65
2022 Q2	$323K	Buy	3,521 +131	+4%	+$12K	0.09%	66
2022 Q1	$280K	Sell	3,390 -159	-4%	-$13.1K	0.07%	69
2021 Q4	$274K	Buy	3,549 +159	+5%	+$12.3K	0.07%	76
2021 Q3	$257K	Buy	3,390 +332	+11%	+$25.2K	0.07%	73
2021 Q2	$240K	Hold	3,058	–	–	0.07%	73
2021 Q1	$238K	Hold	3,058	–	–	0.07%	72
2020 Q4	$252K	Hold	3,058	–	–	0.08%	67
2020 Q3	$256K	Hold	3,058	–	–	0.09%	63
2020 Q2	$238K	Hold	3,058	–	–	0.09%	62
2020 Q1	$237K	Buy	3,058 +135	+5%	+$10.5K	0.11%	62
2019 Q4	$268K	Hold	2,923	–	–	0.1%	66
2019 Q3	$248K	Hold	2,923	–	–	0.1%	68
2019 Q2	$247K	Hold	2,923	–	–	0.11%	70
2019 Q1	$245K	Hold	2,923	–	–	0.11%	69
2018 Q4	$225K	Buy	2,923 +123	+4%	+$9.47K	0.11%	69
2018 Q3	$200K	Buy	+2,800	New	+$200K	0.09%	72