IA
IAM Advisory’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
18,769
+663
| +4% | +$52.5K | 0.36% | 46 |
|
|
2025
Q1 | $1.63M | Buy |
18,106
+306
| +2% | +$27.5K | 0.42% | 43 |
|
|
2024
Q4 | $1.77M | Buy |
17,800
+374
| +2% | +$37.2K | 0.45% | 41 |
|
|
2024
Q3 | $1.98M | Buy |
17,426
+232
| +1% | +$26.3K | 0.5% | 33 |
|
|
2024
Q2 | $2.13M | Buy |
17,194
+138
| +0.8% | +$17.1K | 0.58% | 31 |
|
|
2024
Q1 | $2.25M | Buy |
17,056
+266
| +2% | +$35.1K | 0.62% | 25 |
|
|
2023
Q4 | $1.83M | Buy |
16,790
+494
| +3% | +$53.9K | 0.57% | 27 |
|
|
2023
Q3 | $1.68M | Buy |
16,296
+328
| +2% | +$33.8K | 0.59% | 23 |
|
|
2023
Q2 | $1.84M | Buy |
15,968
+682
| +4% | +$78.7K | 0.63% | 18 |
|
|
2023
Q1 | $1.63M | Buy |
15,286
+769
| +5% | +$81.8K | 0.56% | 21 |
|
|
2022
Q4 | $1.61M | Buy |
14,517
+477
| +3% | +$52.9K | 0.59% | 21 |
|
|
2022
Q3 | $1.21M | Buy |
14,040
+1,178
| +9% | +$101K | 0.51% | 27 |
|
|
2022
Q2 | $1.17M | Buy |
12,862
+524
| +4% | +$47.8K | 0.48% | 29 |
|
|
2022
Q1 | $1.01M | Buy |
12,338
+393
| +3% | +$32.2K | 0.41% | 38 |
|
|
2021
Q4 | $984K | Buy |
11,945
+1,398
| +13% | +$115K | 0.39% | 39 |
|
|
2021
Q3 | $843K | Buy |
+10,547
| New | +$843K | 0.36% | 47 |
|
|
2021
Q2 | – | Sell |
-9,369
| Closed | -$712K | – | 78 |
|
|
2021
Q1 | $712K | Sell |
9,369
-496
| -5% | -$37.7K | 0.31% | 47 |
|
|
2020
Q4 | $763K | Buy |
+9,865
| New | +$763K | 0.38% | 40 |
|